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

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(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

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)