I just received a call at work from 800-492-9813 saying that Schwab and to contact Shannon Jones and note the reference #XXXXXXXX when calling back.

I never have had any dealings with Schwab.

This is a legit Charles Schwab number.  To be on the safe side you can call the number on their website & the agent you get connected to can help you but it's not the same department.

"Good Morning!

I received your Update Schwab application for processing.    We require a different form to be completed.   Please see attached the form for your review.

Please contact Schwab at 800-472-9813 and note the reference # XXXXXXXX when calling in.   Thank you for investing with Schwab.

Jennifer Hammock
Senior Administrator
Client Service & Support Operations, Orlando
800-472-9813 ext. 89138
Fax: 1-800-955-7561

This actually is Schwab.  Just got a call from them.  Nevertheless, I'd advise never to call back a number that a financial firm leaves.  Always start from scratch by looking up the number on the web.  You can't go wrong that way.

Received email on my old email address which i have not used in years - and - I did not make any contact with Schwab.  So, obvious Fake.

This is a copy of the email below in quotes

"Dear XX.XXXXXXXXX,

We have recently received a request from you that requires additional verification before we can complete it.

Please contact me at 800-472-9813 for additional information on this request.  Reference #XXXXXXXX

Thank you for choosing Schwab for your investment needs.

Natasha Baldeo
Senior Administrator
Client Service & Support, Orlando
Phone: (800) 472-9813 Ext. 89100
Fax: (800) 955-7561

Doemattie.Baldeo@Schwab.com

NOTICE: All e-mail sent to or from the Charles Schwab corporate email system is subject to archiving, monitoring and/or review by Schwab personnel. ""


I would think Schwab would be a bit more professional!  Don't you?

Leave message to contact.  Need more information on request.