Establish a Schwab Company Retirement Account Master Account

Establish a Schwab Company Retirement Account Master Account.

To establish the account please download and review the Schwab ERISA 408(b)(2) Fee Disclosure first, then download, print, and submit the master account application.

Adobe® Acrobat® Reader™ is required to view or print forms available as .pdf files. If you don't have it already, you can download a free copy.

Questions? Give us a call at 800-310-6898.

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  • We're here for you.

    If you need help with establishing your account or additional information, please call us at 800-435-4000. To find the Schwab Investor Center nearest you, click here.

    You may also be interested in:

    Setting up a consultation with an Investment Consultant. Simply call 866-877-0133.

    Attending one of our local workshops.