Who’s opening this checking and brokerage account?

Tell us a little about yourself.

Personal information

First name

Middle name(Optional)

Last name

Suffix(Optional)

Yes

Date of birth

Social Security number

All brokerage firms require this information for new account applicants to comply with IRS regulations and the USA PATRIOT Act.

Contact information

By providing your email address, you consent to receive Schwab account-related and marketing communications. You may receive emails before your Schwab account is opened. You can opt out of receiving certain emails after your account is approved.

Mobile phone number

To learn how your personal information may be used and how you may limit certain use, read Schwab’s Privacy Notice.

Important Note: If approved, your Schwab Bank Investor Checking account will be opened with Charles Schwab Bank, SSB. Member FDIC. Your linked brokerage account will be opened with Charles Schwab & Co. Inc. (Member SIPC). Charles Schwab & Co. Inc. is not an FDIC-insured bank and deposit insurance covers the failure of an insured bank.

Non-deposit products are not insured by the FDIC; are not deposits; and may lose value.

Your security is our priority.

(1121-1C57)

Investment and Insurance Products: • Not a Deposit • Not FDIC Insured • Not Insured By Any Federal Government Agency • No Bank Guarantee • May Lose Value

Investment and Insurance Products Are: • Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

Important information about procedures for opening a new account

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What that means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. (“Schwab”) or Charles Schwab Bank, SSB (“Schwab Bank”) will refund any eligible fee related to your concern within the required timeframes. Schwab reserves the right to change or terminate the guarantee at any time. Go to schwab.com/satisfaction to learn what’s included and how it works.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.

Privacy | SchwabSafe |

Who’s opening this checking and brokerage account?

Personal information

Current home address

Contact information