Open a Schwab Company Retirement Account Master Account
To access the Schwab Company Retirement Account Master Account Application please review the Schwab ERISA 408(b)(2) Fee Disclosure first, and then select the "Apply Now" icon below.
If you have trouble viewing the fee disclosure, download a copy here.
ERISA 408(b)(2) Fee Disclosure Report
The Employee Retirement Income Security Act of 1974 (ERISA), as amended, requires employee benefit plan fiduciaries to act solely in the interests of, and for the exclusive benefit of, plan participants and beneficiaries.