Applying for a Schwab account usually takes about 15 minutes. You’ll find it helpful to have the following information on hand before you begin your application:
Social Security number1
Driver’s license1
Employer’s name and address (if applicable)1
Statement information from your current bank or another financial institution, if you plan to transfer assets or cash from this institution to fund your new Schwab account
Beneficiary Social Security number and contact information, for individual retirement accounts
