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Charles Schwab, U.K., Limited
  
Call 0800 917-1039 (U.K.)
Send us an email
 
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It's easy to apply for a Schwab One International® account


Trade U.S. stocks, bonds, offshore mutual funds and more with a Schwab One International account. Start investing in the world's largest market now by opening a new account or transferring your assets to us from another firm.

To open an account, simply select the type of account you would like to open below and follow the steps. For assistance, please contact our London Investor Centre at 0800 917-1039.

   Individual/Joint Corporate 
 
Step 1 - Complete Account Application and W-8BEN
Download and complete the following forms:
 
 
IMPORTANT: Sign and date all completed forms, including W-8BEN. Forms cannot be processed without both signature and date.

Depending on the products and services you would like to use in your account, you may need to submit one or more additional form(s).
 
Step 2 - Prepare Required Supporting Documents
Submit copies of supporting documents along with your account application forms. Please follow the required documentation checklist in the first two pages of the account application form when preparing your account application.
 
Step 3 - Fund Your Account
A minimum of US$10,000 is required 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 Your Completed Applications and Supporting Documents to Us
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

Additional Forms


Important Information Documents


 
(0810-4778)
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

This site is designed for residents of the U.K. and Switzerland only.
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©2010 Charles Schwab, U.K., Limited. All rights reserved. Unauthorised access is prohibited. Usage will be monitored. The site content and functions are directed at residents of the U.K. and Switzerland. Charles Schwab, U.K., Limited is authorised and regulated by the Financial Services Authority and entered on the FSA Register under Registration Number 225116. Registered in England and Wales No. 4709153, registered office: 78-84 Colmore Row, Birmingham B3 2AB. Designated a foreign branch office of Charles Schwab & Co., Inc. (member SIPC)