Forms and Applications

Ready to invest in the U.S. market? Below you will find convenient links to important disclosures and forms to help you manage your account opening process.

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Important information about our relationship with you.

Before beginning an application, please take the time to read CS&Co's Client Relationship Summaries and Best Interest Disclosure for information on the services we provide and our fees and costs. Go to or download the Relationship Summaries below by clicking the "Relationship Summaries" links.

Forms & Applications


You are opening an account with Charles Schwab & Co., Inc., a U.S. broker-dealer that offers investment services and products. Charles Schwab, U.K., Limited is designated as a foreign branch office of Charles Schwab & Co., Inc. 

Transfers & Payments

Update Account Features

Tax & Legal Issues