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Schwab One® Estate Account

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Designed for executors or court-appointed administrators of estates, the Schwab One® Estate Account helps you manage and distribute an estate's assets, including consolidating assets and accessing cash to pay taxes or cover expenses. Plus you get all the benefits of a Schwab One brokerage account.

What are the fees and commissions?

  • Monthly service fees: $0
  • Account opening minimum: $0
  • Commissions: $0 online stock and ETF commissions1

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

What are the benefits of a Schwab One Estate Account?

Every Schwab account comes with investment help and guidance. This account also allows you to:

  • Enjoy all the benefits of our popular Schwab One brokerage account
  • Facilitate the distribution of your estate's financial assets
  • Easily manage your estate's assets, whether you need to consolidate, buy and sell, or access cash to pay taxes
  • Accurately value your estate for IRS purposes
  • Quickly distribute assets to beneficiaries
  • Get help transferring titles to heirs
  • Decide how assets are invested
  • Get 24/7 service and support

Take the next step.

Get started with an estate 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.