Log in
Open an Account
Charles Schwab, U.K., Limited
 
Call 0800 917-1039 (U.K.)
Send us an email
 
Printer-friendly
Type Size: A A A

Opening a Schwab One International Account is Easy and Simple


Follow these four steps to open an account. For assistance relating to the account opening process, contact our London Investor Centre at 0800 917-1039.

Step 1 – Obtain Forms
To obtain these forms, please select the delivery option that best fits your needs:
 
Required Forms:
Schwab One International® Account Application


Schwab One International® Corporate Account Application Package


Optional Forms:


    Important Information Documents:


    Step 2— Fill out the Application
    Fill out the appropriate Schwab One International Account Application and prepare the required documents. Please follow the required documentation check list in the first two pages of the account application form when preparing your account application.

    IMPORTANT: Sign and date all completed forms, including W-8BEN. Forms cannot be processed without both signature and date.
    Step 3— Fund Your Account
    Minimum US$10,000 to open a Schwab One International® Account. Accounts can be funded by cheque (made payable to Charles Schwab & Co., Inc.), wire transfer, stock certificates or account transfer from another brokerage firm. For more information see Funding Your Account page.
    Step 4— Mail the Forms to Us
    Mail completed forms and all required documents to:

    Standard U.S. Mail:
    Charles Schwab & Co. Inc.
    Attn: International Operations
    PO Box 2912
    Phoenix, AZ 85062-2912
    USA
    International/Overnight Mail:
    Charles Schwab & Co. Inc.
    Attn: International Operations
    2423 E. Lincoln Drive
    Phoenix, AZ 85016
    USA
    Use Adobe® Reader® to view agreements.
    The Adobe Reader software can be downloaded for free from the Adobe Systems website, including instructions for installing the software.

    (0110-0604)
    Important Notice: The following documents must be downloaded or printed and kept for your records. Please read these documents carefully prior to applying to open an account:

    • Application Form
    • IRS Form W-8BEN
    • Account Agreement
    • Risk Warning
    • Pricing Guide
    • Privacy Policy
    • Prospectus for Schwab Worldwide Funds
    Call London Investor Centre
    In the U.K.             0800 917-1039
    In Switzerland       0800 56-3821
    Visit Schwab's London
    Investor Centre
    10 King William Street,
    London EC4N 7TW,
    United Kingdom

    Office Hours:
    Monday - Friday, 09:00 - 18:00