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CLEARThirdParty Release FormPRINTPage 1 of 2www.schwab.com 18004354000 (inside the U.S.) +14156678400 (outside the U.S.) 18776861937 (multilingual services). Clients of Investment Advisors: Contact
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Contact - Clear AdvisorFlex is a digital platform designed to assist advisors in managing client communications and compliance effectively.
Individuals or firms providing advisory services who are mandated to maintain transparent client communications are required to file Contact - Clear AdvisorFlex.
To fill out Contact - Clear AdvisorFlex, log into the platform, navigate to the filing section, and enter the required client information, communication details, and compliance notes as prompted.
The purpose of Contact - Clear AdvisorFlex is to streamline the process of documenting and reporting client interactions to ensure compliance with regulatory requirements.
The information that must be reported includes client names, communication dates, topics discussed, and records of advice given during the interactions.
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Third-Party Release Investment Accounts Certificate Deposit Schwab Brokerage Ownership Transfer Notarized Signature Investment Advisor Account Information Shareholder Authorization Financial Forms

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