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Get Schwab Trading Services—our best tools and services for traders—with no trade minimum and no account or platform fees.1

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To complete this application, you’ll need:

  • Social Security number(s)
  • Driver's license information
  • Employer's name and address (if applicable)
  • Statement information for assets or cash you may want to transfer
  • Beneficiary information, including Social Security number and contact information
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by J.D. Power