Add Investment Accounts
To set up your account immediately, include your login information for the Charles Schwab website below and click "Submit".

If you do not have your login information, set up this account via Trial Deposit or via Fax
Charles Schwab Account Details (Required to set up the account)
Account Number
 (8 digits, no hyphens)
Can you write checks on your account?
No (If No, only transfers into Charles Schwab Accounts are allowed)
Checking Number
 (Found on your checks, if you have checkwriting privileges. See below)
Login Details for Charles Schwab (Required for Verification)
Account Number / Login ID
(Some account types, especially IRAs, 401(k)s and custodial accounts have special tax implications and restrictions. At this time, these accounts are not allowed for use with this service)