PWS
Pacer WealthShield ETF
stock BATS ETF

We don't use PWS, so it could be different under your account. But when I'm logged in on the website, I click Support in the upper-right corner of the page, and then Contact Us. It shows who our assigned Financial Consultant is along with contact info. If you don't have that, just call them.

I personally do not have a lot of assets with Schwab but my account says PWS because I share an address (Family Member not my spouse) with someone that does (over 10 in investments). We were assigned to someone but he left about a year ago. I liked him although he also was not big on perks but was helpful. When we were at Amertrade my FM did get some perks with their advisor two people back.
My FM was assigned to someone else after he left. The person is fine but other than helping them fill out some estate planning paperwork, does not contact them. No golf tickets or anything like that. Everyone is self directed
I rarely need to call Schwab for anything but will be moving some money (not huge) from another place. I would like them to match the E\*Trade or RH bonuses. Otherwise I will go to E\*Trade for that money only. Am I better off finding out who is assigned to us (I could ask my FM but would rather stay out of the business) or just calling the PWS number. Are they more likely to match in PWS or calling the regular number. Thinking in PWS they will not think it is much money at all

Yeah PWS