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
Administration services by your dedicated Trust Officer:
- Income and principal distributions according to the trust document
- Preparation and filing of fiduciary federal and state income tax returns
- Accurate and timely accounting, record keeping, and reporting
Investment services by your Trust Investment Officer:
- Professional investment management of your trust assets
- Portfolio adjustment to meet changing market demands
- Education of beneficiaries on investment resources and financial planning
CSTC provides all of the services of a corporate trustee, and your Trust Investment Officer tailors your investment portfolio for Internal Revenue Code compliance and tax-deferred growth.
With CSTC serving as your trust agent, you continue to serve as trustee and retain investment management and oversight authority while your dedicated Trust Officer handles some of the administrative responsibilities such as:
- Distributions to beneficiaries
- Bill payment
- Principal and income accounting
- Tax preparation support
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?