Forms and Applications

OPEN AN ACCOUNT

Transfers & Payments

• Instructions to Wire Funds into Your Schwab Account
  Wire funds from other institutions into your Schwab account
• 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
• Wire Funds: International with Letter of Authorization Form
  Set up an international wire transfer to an account at a financial institution outside of the United States

Update Account Features

• Authorization to Purchase Offshore Investment Shares | 中文 | Español
  Required for non-U.S. persons who intend to invest in offshore mutual funds
• Add Options, Margin, and Short Capabilities
  Add options trading and/or margin features to your Schwab account
• Household Exception Form
  Link eligible accounts together in your household in order to qualify for possible fee waivers and other benefits or features
• Schwab International Client Information Update Form | 中文 | Español
  Use this form to update your address, phone number, email address and other client information on your account(s)
• Update your Schwab One International Account
  Use this form to convert your Schwab account or Schwab One account to a Schwab One International Account and order checks for the account
• Update your Schwab One International Corporate Account
  Use this form to add or remove Internal Control Person or Beneficial Owners to or from your Schwab Corporate account

Tax & Legal Issues

• Add a Trusted Contact Person | 中文 | Español
  Use this form to add up to two Trusted Contacts for your Schwab accounts.
• Trading and Withdrawal Authorization | 中文
  Name an Agent to act on your behalf in connection with your Schwab account.
• Explanation Letter — Attachment to the Form W-8
  Complete this form if you claim foreign (outside the U.S.) status and use a U.S. address or phone number, use an address outside the country of your permanent residence, and/or were born in the U.S.
• W8 Resource Center
  Helpful instructional video & resources for completing the Substitute W-8BEN Form and associated forms
• Substitute Form W-8BEN for Individual | 中文 | Español
• Substitute W-8BEN-E for Entities
• Substitute W-8IMY

• Account Agreement
• Investor Services Pricing Guide
• Cash Features Disclosure
• How We Compensate our Investment Professionals
• U.S. Tax Considerations for Non-U.S. Person Investors
• Fees and Commissions
• Privacy & Security
• Security Guarantee