Schwab One® Trust Account

Protect and manage your trust account's assets with a Schwab One® Trust Account. Available for estates of any size and most kinds of trusts, this trust account has all the features of our regular Schwab One® Brokerage Account, plus it helps you prepare the way for easier management and protection of the assets within your trust account after your passing.


What are the fees and commissions?

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

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

What do I get with this account?

Every Schwab account comes with investment help and guidance. With this account, you can:

  • Enjoy all the benefits of our popular Schwab One brokerage account
  • Easily manage and consolidate your assets
  • Prepare for the distribution of your assets after your death
  • Decide how your assets are invested
  • Get help with titling of stock certificates and accounts
  • Get 24/7 service and support

Account Pricing

There is no fee to open or maintain a trust account at Schwab.

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

Other fees may apply. Learn more about our fees and minimums.

Related questions

Have questions about our Schwab One Trust Account application? Here are responses to some of the most common questions we hear. If you have a question about your specific situation that is not answered here, please call us at 800-742-6262.

It's quick and easy to open a Trust account online once you've gathered the required information listed on the Online Application Checklist.

You may use the online application for revocable trusts, i.e., living trusts, where all Grantor(s), current Trustee(s) and Beneficiary(ies) are the same individual(s). For Example, Husband and Wife are the Grantors, Trustees and Beneficiaries.

Please download the Schwab One Trust Account application for all other trust types. Or, you can always call us at 800-742-6262 for assistance.

We'll send you your account number as soon as your application is completed and approved. You can use your account number to log in to and manage your account.

Cash and securities can be placed in trust accounts at Schwab.

Application Checklist

It's helpful to have the following information on hand before you begin:

  • Your Social Security number
  • Your driver's license number
  • Your employer's name and address (if applicable)
  • Statement information for funds you may want to transfer
  • The contact information, birth date, and Social Security number of each trustee

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