Opening Accounts

The Opening Accounts section provides you with information on account types and how to open an account at Schwab using digital onboarding, DocuSign®, or paper forms. Browse our list of topics and articles to find the support you need for your account opening question.

Introduction to Account Management
The Account Management page of Schwab Advisor Center® provides access to the forms you need to open accounts and make changes to existing accounts, such as transferring funds, creating standing instructions, changing addresses, and designating beneficiaries.

How to collect Trusted Contact information
Schwab is instituting policies to comply with FINRA’s Customer Account Information rule, including changes to forms that will allow us to attempt to collect Trusted Contact information for all clients and the creation of a new, specialized Senior Investor Support Team.

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Opening Managed Accounts
How to use digital onboarding