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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.

About Schwab

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.

About Charles Schwab Trust Company

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


Next Steps for USAA Members

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?

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Where can I learn more about Charles Schwab Trust Company?

If you would like more information about Charles Schwab Trust Company, we encourage you to visit our website at PersonalTrust.Schwab.com or call CSTC at 800-297-4183 and ask to speak with one of our Trust Services Consultants dedicated to serving USAA members.