Schwab One Estate Account

Open an account with $1,000.
Account service fees: No account or set-up fees.
Who's it for? Estate executors who want the benefits of a Schwab One account combined with executor services.

Note: Along with the application, you’ll need to submit a copy of your letters testamentary (or letters of administration), certified as currently valid by the court clerk within the past 60 days and bearing the clerk’s original signature and seal. (If you are interested in a conservatorship or guardianship account, a Schwab One brokerage account with Schwab Bank High Yield Investor Checking™ would be appropriate for you.)

Open the account that lets you:

Facilitate the distribution of an estate’s financial assets.
Decide how the assets are invested— use our industry-recognized research to choose stocks; bonds; CDs; no-load, no-transaction-fee mutual funds and more.
Get help with titling of stock certificates and accounts to ensure that assets will be distributed according to the terms of the trust.

Because it's a Schwab account, you can:

Enjoy all the benefits of a Schwab One® brokerage account.
Place trades online, by phone or in person for as little as $8.95— and no more than $12.95 for the first 1,000 shares.¹
Get personal investment guidance for assets in your trust account, from occasional help to full-time asset management.
Establish automatic distributions to any beneficiary with a Schwab account.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Charles Schwab & Co., Inc. receives remuneration from fund companies participating in the Mutual Fund OneSource® service. Schwab’s short-term redemption fee of $49.95 will be charged on redemptions of funds purchased through Schwab’s Mutual Fund OneSource service (and certain other funds with no transaction fees) and held for 90 days or less. For each of these trade orders placed through a broker, a $25 service charge applies. Funds are also subject to management fees and expenses.

1. $8.95 trades are available to clients who have $1,000,000 or more in household assets or who trade 30 or more times per quarter. Others pay $12.95 for the first 1,000 shares, plus $0.015 per share thereafter. Please refer to the Charles Schwab Pricing Guide for more information on commissions, fees and expenses.

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