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Establish a Schwab Company Retirement Account Master Account

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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.

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Schwab Company Retirement Account Master Account Application

 

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.