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MO-OAA Test D Step 2

Choose a type of brokerage account

If the account will be shared by two or more individuals, choose the Joint account type.

This account is a Revocable Living Trust where the grantor and the trustee are the same person(s). Please confirm that the trust is revocable and that the grantor(s) and the trustee(s) are the same person(s). In order to qualify for this account, the trust must have been established in the U.S. and all trustees must be U.S. residents.

Get complimentary access to more trading tools and research plus specialized trading support – no trade minimum. Note that the Specialized Trading enrollment applies to the brokerage account, not the linked Schwab Bank Checking Account.