Welcome to Support
We are here to help you manage your online account.
Please note that depending on the issues you are experiencing, we may require that you contact the custodian directly. Issues we do not deal with in Support include the following:
Investment Advice
Do not contact support for investment advice or for information about your account balances.
Transfer Money
Do not contact support for money or security transfer requests. Call 1-844-GALLEON.
Appointments
Do not contact support to make an appointment or to reschedule an upcoming appointment.
Most common support requests
The following requests are the most common. If you don’t find your issue below, please contact us directly at 1-844-GALLEON.
Have a general question about investing? Learn more about what’s available to you at Global Advisers
Your Custodian Is…
Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000
Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2
We can help answer questions about inheriting an account, gifting securities, or other Global Advisers account ownership changes
Your Custodian Is…
Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000
Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2
Get contact information for 529 and UGMA/Custodial plans at Global Advisers
Your Custodian Is…
Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000
Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2
Get help with transferring your assets into or out of Global Advisers, or moving your money internally between accounts
Your Custodian Is…
Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000
Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2
Get contact information and support on Employee Retirement Plans (ERP) at Global Advisers
Your Custodian Is…
Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000
Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2
Learn more about the required minimum distribution (RMD) options available to you at Global Advisers
Your Custodian Is…
Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000
Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2
Get answers to tax questions about dividends, tax forms, cost basis, and accessing year-end forms and more on the Global Advisers website
Your Custodian Is…
Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000
Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2
Get help with security codes, downloading forms, accessing your account, or clearing your cookies and cache
Your Custodian Is…
Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000
Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2
Learn more about buying and selling mutual funds, ETFs, and stocks at Global Advisers
Your Custodian Is…
Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000
Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2
Get help maintaining or updating your contact information, beneficiaries, bank accounts, and more.
Your Custodian Is…
Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000
Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2
