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Schwab One® Trust Account

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Protect and manage your trust account's assets with a Schwab One® Trust Account. Available for estates of any size and most kinds of trusts, this trust account has all the features of our regular Schwab One® Brokerage Account, plus it helps you prepare the way for easier management and protection of the assets within your trust account after your passing.

What are the fees and commissions?

  • Monthly service fees: $0
  • Account opening minimum: $1,000. Minimum is waived if account holder also opens a Schwab Bank High Yield Investor Checking® account or establishes a recurring automated deposit of at least $100 per month.
  • Commissions: $8.95 per online trade;1 $0 per Schwab ETF online trade in your Schwab account2

There are no fees to open or maintain your account.  Other fees may apply; please see Account Pricing.

What do I get with this account?

Every Schwab account comes with investment help and guidance. With this account, you can:

  • Enjoy all the benefits of our popular Schwab One brokerage account
  • Easily manage and consolidate your assets
  • Prepare for the distribution of your assets after your death
  • Decide how your assets are invested
  • Get help with titling of stock certificates and accounts
  • Get 24/7 service and support

Ready to get started?

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Need help? Call
866-232-9890.

Take the next step.

Call 866-232-9890and get started with a trust account today.


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.