Access requests for each application contained within the Schwab Investment Manager Gateway® must come from an officer of the fund company whose data the user will be viewing. The email must come directly from the officer as previously described.

The email may not be forwarded and must include for each new user the following:

• 1. First and Last Name of the individual that wants access to the site
• 2. E-mail address of the individual
• 3. List the name of the application(s) that are being approved from the list below:
• • • Schwab Asset Intelligence powered by Access Data (SAI)
  • • Schwab Trade Activity Portal (STAP)
  • • 22c-2
  • • Insights Publisher
  • • Fund Add & Maintenance Portal (FAMP)
  • • Schwab Managed Accounts Central
• 4. Name of the fund company(s) the user is being granted access to.
• 5. Full name and title of the officer who is providing the approval.

The e-mail should be sent to IMGatewayAdmin@Schwab.com. Access will be established and login instructions communicated within 2-3 business days.


User ID's and Passwords are not to be shared, and Group/Team ID's will not be accepted.