Account Application - Account Type | Charles Schwab Corporation

Account Type
About You
Identification
Additional
Settlement

Charles Schwab Corporation account application

The Charles Schwab Corporation provides a comprehensive range of investment, banking and financial advisory services through its group companies. Its broker-dealer subsidiary, Charles Schwab & Co. Inc., together with its affiliates, offers a wide range of investment products and services to clients, including those based in the United Kingdom.

If you need our assistance to complete the account opening process we are happy to help. Simply contact us on 0204 502 1605 or email admin@cs-enquiries.com

Account information

Select your account type:

Individual

Joint

Company

Trust or Superannuation Fund

Select your trustee type:

Individual Trustee(s)

Corporate Trustee

Missing information:
You have missing information above, please complete all required fields.

Individual details

Title:

First name:Middle Name:Last name:

Date of Birth:

Residential address information

House number or name:Street name:

Postcode:

Country:

When did you move to this address?:

Tax information

Tax resident of the United Kingdom:

Yes

Contact details

Home phone:

+44

Australia+61
Canada+1
New Zealand+64
United Kingdom+44
United States+1

Mobile phone:

+44

Australia+61
Canada+1
New Zealand+64
United Kingdom+44
United States+1

Email address:Confirm email address:

Missing information:
You have missing information above, please complete all required fields.

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Your identification

Please provide us with proof of your identity.

Identity verification

We need a copy of your identification. Please select from the following:

International travel documentA current passport or other identification documentation with the same characteristics as a passport issued by the government or United Nations for the purpose of travel.

Upload proof of identity

Choose file

Driving LicenceCurrent photocard driving licence (Front & Back)

Upload front of the driving licence

Choose file

Upload back of the driving licence

Choose file

Email IdentificationI will email my proof of identity

Proof of address

Please provide proof of your address, we can only accept one of the following:

Utility BillDated within the last 3 months

Upload a utility bill

Choose file

Email Proof of AddressI will email my proof of address

Missing identification:
You have missing information above, please provide all required forms of identification.

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Adviser Appointment

Do you have a financial adviser?:

Yes

Note: Please provide details of your adviser. By appointing an adviser under this section you nominate the adviser as the primary contact and authorised signatory for this account. By appointing the above adviser I authorise and consent to Charles Schwab Corporation providing the adviser with my personal, transactional and investment information and data via their nominated data feed provider (i.e. Class Super, Premium, XPlan) from time to time.

First name:Last name:Business name:Email address:

Source of funds

What is the main source of Funds for Investment?:

Income (i.e. employment, investment, business, other earnings)

One-off payment (i.e. matured investment, legal settlement, estate proceeds)

Savings

Sale of assets (i.e. shares, property)

Windfall (i.e. gifts, winnings)

Purpose of account

What is the purpose of the account?:

Savings

Growth

Income

Retirement

Business account

Other

Wholesale client status

Are you a wholesale client? Wholesale certificate must be provided for the account/client to be classified as wholesale. If your Investment Entity does not meet the Wholesale Client criteria, it will be deemed to be a Retail Client:

No (Retail Investors)

Yes – I will download and complete the Wholesale Client Certificate at Charles Schwab Corporation

I have provided my accountant’s details below and agree to Charles Schwab Corporation sending the Wholesale Client Accountant Certificate to them for me:

Accountant Name and Company:Accountant Email Address:Accountant Phone Number:

Missing information:
You have missing information above, please complete all required fields.

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Settlement Instructions

Charles Schwab Corporation requires that you select a preferred option for the settlement of your trades and payment of your coupons and maturities. The account nominated will be the one used to transact/fund your online account.

Please select from one of the available options below and provide any additional requested information.

Existing United Kingdom Bank Account

This option is only available for accounts within the United Kingdom in the same account name as this application.

Name on account:Bank Name:Sort Code:Bank Account Number:

Next Of Kin

Please appoint below your next of kin

In the event of the account holders death, any funds will be released to the next of kin once death is proven via death certificate. This will be actioned immediately upon maturity of the investment. If there is more than one account holder, the funds will automatically be released to the surviving holder.

Next of kin details

Contact Name:

Home phone:

+44

Australia+61
Canada+1
New Zealand+64
United Kingdom+44
United States+1

Mobile phone:

+44

Australia+61
Canada+1
New Zealand+64
United Kingdom+44
United States+1

Email address:

Residential address information

Address:

Street name:

Region:

Postcode:

Country:

Missing information:
You have missing information above, please complete all required fields.

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Charles Schwab Corporation account application

Account information

Individual details

Residential address information

Tax information

Contact details

Your identification

Identity verification

Upload proof of identity

Upload front of the driving licence

Upload back of the driving licence

Proof of address

Upload a utility bill

Adviser Appointment

Source of funds

Purpose of account

Wholesale client status

Settlement Instructions

Existing United Kingdom Bank Account

Next Of Kin

Next of kin details

Residential address information