Update Client Address
Once submitted, the Sapphire Service Team will prepare and send forms to your client via Schwab Digital Workflow (DWF) or DocuSign for signature. A Wealthbox task will automatically be created for this request, where you’ll receive updates.
Form Last Updated 11/13/2025
Your Email
*
Your Client's Name
*
First Name
Last Name
Additional Client Name
First Name
Last Name
Last 4 digits of one account number for client(s):
*
Back
Next
What is the physical address (physical address may not be a PO Box)?
*
What is the mailing address if different than the physical?
Does the client's phone number(s) and/or email address need to be updated?
*
Yes
No
If yes, please advise what needs to be updated:
I confirm I have updated the client's contact information in their Wealthbox Contact profile:
*
I confirm
Submit
Should be Empty: