Managed Account Platform Section

Articles related to opening managed accounts 

This page will provide you with helpful information and required documentation to establish a managed account at Schwab. Click on a link below to view a specific article.

How to open a personal brokerage account on the managed account platform
You can open personal brokerage accounts for clients who are new to Managed Account Select® (Select), Managed Account Access® (Access), or Managed Account Marketplace® (Marketplace) platforms using DocuSign® or paper forms.

How to open a trust account on the managed account platform
You can open trust accounts for clients who are new to Managed Account Select® (Select), Managed Account Access® (Access), or Managed Account Marketplace® (Marketplace) platforms using DocuSign®, paper forms, or a guided workflow on Schwab Advisor Center.

How to Open a Schwab Personalized Indexing account on the managed account platform
You can open these accounts via Managed Account Access using DocuSign® or paper forms. 

How to open an organization account on the managed account platform
You can open organization accounts for clients who are new to Managed Account Select® (Select), Managed Account Access®®(Access), or Managed Account Marketplace® (Marketplace) platforms using DocuSign® or paper forms.

How to open a traditional IRA on the managed account platform
You can open a traditional individual retirement account (IRA) for clients who are new to the Managed Account Select® (Select), Managed Account Access® (Access), or Managed Account Marketplace® (Marketplace) platforms using DocuSign® or paper forms.

How to open a Roth IRA on the managed account platform
You can open Roth IRAs for clients who are new to Managed Account Select® (Select), Managed Account Access® (Access), or Managed Account Marketplace® (Marketplace) platforms using DocuSign® or paper forms.

How to open business retirement accounts on the managed account platform
Schwab offers several business retirement solutions on the managed account platform, including the individual 401(k) plan, SEP-IRA, SIMPLE IRA, the qualified retirement plan, and the Schwab Personal Choice Retirement Account®.