Organization and Trust Accounts

This page will provide you with helpful information about domestic and international organization and trust accounts at Schwab. Click on a link below to view a specific article.

Articles related to Domestic Accounts

How to open an organization brokerage account
An organization is a legal entity that has been authorized by a state government to conduct business in that state. You can open a domestic incorporated or non-incorporated organization account for organizations governed by U.S. jurisdictions.

How to open a trust account
A trust is a fiduciary arrangement in which one party, a trustor, appoints a trustee to manage assets for the benefit of one or more beneficiaries for a designated amount of time or until specified requirements are met. You can open a trust account using digital onboarding, DocuSign®, or paper forms.

Related articles
Introduction to Personal Trust Reporting Services
Introduction to Administrative Trustee Services
How to enroll in and make adjustments to Personal Trust Reporting Services
How to use digital onboarding

Articles related to International Accounts

How to open an international trust account
Through Schwab One®, a client can establish an international trust account for a trust that is governed by a non-U.S. jurisdiction and/or has a foreign tax code.

How to open an international organization account
An international organization account is established for a foreign organization governed by a non-U.S. jurisdiction. Such accounts have additional restrictions and some special features may not be available.

Related articles
Form W-8 overview and assistance
Guidelines for working with international accounts
Schwab's policy for clients in international jurisdictions