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.

Overview

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 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 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.

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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