Account agreements and disclosures for retirement and health savings self-directed brokerage accounts

We want you to be fully informed up front. Please review the account agreements  and disclosures that apply to your Schwab account(s) that have moved, or will be moving, from TD Ameritrade.

Program/Plan sponsors and providers

  1. Schwab Personal Choice Retirement Accounts for Plan Sponsors and Providers
  2. Schwab Health Savings Brokerage Accounts for Program/Plan Sponsors and Providers
  3. Schwab Employer-Sponsored Brokerage Accounts for Plan Sponsors and Providers
  4. Explanation of Fees and Services

Plan participants and account holders

  1. Schwab Personal Choice Retirement Accounts for Plan Participants and Employer-Sponsored Brokerage Accounts for Plan Participants
  2. Schwab Health Savings Brokerage Accounts for Account Holders