529 Account Application Agreement To access the 529 Account Application please review the Schwab 529 Guide and Participation Agreement first, and then select the "Apply Now" icon below. If you have trouble viewing the application agreement, download a copy here. Apply now We're here for you. If you need help with establishing your account or additional information, please call us at 888-903-3863. 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.