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  1. Open a Schwab account online today to start saving, trading or investing. We offer brokerage, IRA, checking and Schwab Intelligent Portfolios online.

    • Brokerage

      The easiest way to open Schwab brokerage account is online....

  2. Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

  3. The easiest way to open Schwab brokerage account is online. You can also get help opening an account by calling us at 866-232-9890 or visiting one of 300 local branches. The online account application process only takes about 10 minutes. Key steps include: Choosing the type of brokerage account (individual or joint)

  4. The easiest way to open a Schwab One International account is online. You can also get help opening an account by calling us at 1-415-667-7870 (outside the U.S.) or 1-877-853-1802 (in the U.S.). The online account application process includes the following key steps: Choosing the type of brokerage account (individual or joint)

  5. Transfer Your Account to Schwab. Transfer securities and/or funds from another financial institution into your Schwab account. Wire Funds. Set up a domestic wire transfer to an account at a financial institution located in the United States.

  6. STEP 2 OF 5. You will need your passport. Digital copy of passport must be a full page spread, including bio and signature pages. Got it. Learn more about Tax ID numbers. Need help? Contact us.

  7. As a Schwab client, you can link your equity awards to your existing Schwab One brokerage account. To connect your accounts: Click on the Open an Account button. Verify your personal information. Complete your registration. Link your existing Schwab account.

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