Welcome USAA Members
You opened a trust services account with USAA to help you achieve your estate planning and investment management goals. If you choose Charles Schwab Trust Company to serve as successor trustee of your trust or Trusteed IRA, or as agent for you in your role as trustee, our dedicated Trust Officers, Trust Investment Officers, Trust Services Consultants, and Financial Consultants will be honored to help you carry your financial and legacy planning forward.
Charles Schwab is honored to work alongside USAA to help its members build their financial futures. Like USAA, we put serving clients at the heart of everything we do. Our shared values mean that you can count on the same level of service, support, and commitment to clients that you’re used to. Whatever your wealth management needs might be, Schwab has the resources and solutions to help.
Charles Schwab Trust Company (CSTC) delivers a focused set of trust services that are designed by an investment company for investors to complement Schwab’s overall wealth management capabilities. Our team of trust professionals is client-focused, professional, and committed to a high fiduciary standard, always doing what is right for you and your family. Your dedicated Trust Officer and Trust Investment Officer will partner with you and your family to ensure that your legacy is carried forward for generations to come.
About Charles Schwab Trust Company
- About Charles Schwab Trust Company
- What services can CSTC provide for your Trusteed IRA?
- What services can CSTC provide as your trust agent?
Next Steps for USAA Members
Do you have a Corporate Trustee, Trusteed IRA, or Trust Agency account with USAA?
Do you have a Custodial IRA or Investment Agency Account with USAA?