Protect and manage your trust account's assets with a Schwab One ® Trust Account. Available for estates of any size and most kinds of trusts, this trust account has all the features of our regular Schwab One ® Brokerage Account, plus it helps you prepare the way for easier management and protection of the assets within your trust account after your passing.
There are no fees to open or maintain your account. Other fees may apply; please see Account Pricing.
Every Schwab account comes with investment help and guidance. With this account, you can:
There is no fee to open or maintain a trust account at Schwab.
Other fees may apply. Learn more about our fees and minimums.
Have questions about our Schwab One Trust Account application? Here are responses to some of the most common questions we hear. If you have a question about your specific situation that is not answered here, please call us at 800-742-6262.
How do I open this account?
It's quick and easy to open a Trust account online once you've gathered the required information listed on the Online Application Checklist.
You may use the online application for revocable trusts, i.e., living trusts, where all Grantor(s), current Trustee(s) and Beneficiary(ies) are the same individual(s). For Example, Husband and Wife are the Grantors, Trustees and Beneficiaries.
Please download the Schwab One Trust Account application for all other trust types. Or, you can always call us at 800-742-6262 for assistance.
When can I access my account?
We'll send you your account number as soon as your application is completed and approved. You can use your account number to log in to Schwab.com and manage your account.
What assets can be placed in a Schwab One Trust Account?
Cash and securities can be placed in trust accounts at Schwab.
It's helpful to have the following information on hand before you begin:
1. Standard online $0 commission does not apply to over-the-counter (OTC) equities, transaction-fee mutual funds, futures, fixed-income investments, or trades placed directly on a foreign exchange or in the Canadian market. Options trades will be subject to the standard $0.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Exchange process, ADR, and Stock Borrow fees still apply. See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.
Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF.
Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Charles Schwab & Co., Inc.