Charles Schwab Institutional Logo Request Form
This form is designed for clients of Charles Schwab to request a new logo or assign an existing logo to their accounts. Accurate completion ensures timely processing and display of logos on account statements. Follow the instructions carefully to avoid delays.
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How do I fill this out?
To fill out this form, first enter your firm name and Master Account numbers. Next, decide on the type of request, whether to add a new logo or assign an existing one. Finally, submit the completed form along with your logo artwork.
How to fill out the Charles Schwab Institutional Logo Request Form?
1
Enter your firm name and Master Account numbers.
2
Choose the type of request you are submitting.
3
Attach the logo artwork if required.
4
Complete your contact information.
5
Submit the form to Schwab's Institutional Service Group.
Who needs the Charles Schwab Institutional Logo Request Form?
1
Investment firms that want their logo on statements.
2
Corporate entities looking to customize account branding.
3
Clients of Charles Schwab managing multiple accounts.
4
Marketing teams needing to ensure brand representation.
5
Account managers handling account documentation.
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What are the instructions for submitting this form?
You can submit this form via email at sistatementsupport@schwab.com. If faxing is preferred, please send it to the number provided in the form instructions. Ensure all attachments are included, and remember not to send payment with this form, as it will be billed separately later.
What are the important dates for this form in 2024 and 2025?
Please ensure timely submission of the Logo Request Form, especially for accounting year-end timeliness. The form should ideally be submitted at least 45 days prior to the desired statement date. Review deadlines for fiscal year-end dates to ensure brand representation.
What is the purpose of this form?
The primary purpose of this Logo Request Form is to allow clients of Charles Schwab to formally submit their logos for branding on official account statements. This facilitates the integration of corporate identity into the financial documentation provided to clients and stakeholders. Additionally, it helps maintain a consistent professional appearance across all documentation.
Tell me about this form and its components and fields line-by-line.
- 1. Firm Name: The official name of the company requesting the logo.
- 2. Master Account Number: The unique identifier for the account associated with the logo.
- 3. Contact Information: Details of the person submitting the request including name, phone, and email.
- 4. Logo Artwork Specifications: Requirements and formats accepted for the logo submission.
What happens if I fail to submit this form?
Failing to submit this form correctly may result in delays or rejection of your logo request. It is essential to follow all provided instructions carefully to ensure successful processing. Make sure all required fields are completed without errors.
- Inaccurate Information: Missing or incorrect information may cause processing delays.
- Submission to Wrong Contact: Ensure you send the form to the correct Institutional Service Group to avoid waste of time.
- Artwork Non-Compliance: If the logo does not meet specifications, it may not be accepted.
How do I know when to use this form?
- 1. New Logo Submission: Use the form to introduce your brand's logo for display on account statements.
- 2. Logo Assignment: Assign an existing logo to new or additional Master Account numbers.
- 3. Brand Update: Confirm or alter existing branding to reflect changes to company identity.
Frequently Asked Questions
How do I submit the Logo Request Form?
You can submit the completed form through email or by fax as indicated in the instructions.
What formats are acceptable for logo artwork?
Accepted formats include .bmp, .eps, .jpg, .pcx, .pdf, and .tif.
What is the processing time for the logo request?
Please allow up to 45 days for your logo to be processed and appear on statements.
Can I submit multiple logos on one form?
No, you must use a separate form for each logo you wish to submit.
Do I need to pay any fees for logo assignments?
Yes, there is a one-time set-up fee of $500 for each new logo submitted.
What should I do if I miss a field in the form?
Make sure to double-check all fields before submission to avoid process delays.
How do I change an existing logo on an account?
Indicate the accounts affected on the form and follow the directions provided.
Can I submit my logo electronically?
Yes, you can send an electronic copy of your logo to the specified email address.
What if I need to revoke my logo assignment?
You can revoke any instructions by providing written notice to Schwab.
Is the form available in a different language?
Currently, the form is only available in English.
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