How Do You Fill Out Charles Schwab Investment Account Forms?
Like most stock brokerage firms, Charles Schwab has moved into the 21st century with online stock quotes, trading capabilities and account access in order to better serve the needs of their customers. You can even open a Charles Schwab investment account online, with just a few clicks of the mouse. This walkthrough of the process should alert you to any pitfalls. Log on to the Charles Schwab website and click “Open an Account,” in the middle of the tool bar near the top of the page. This will take you to a page that allows you to select which type of account you’d like to open. Charles Schwab offers brokerage accounts (for buying stocks, bonds and mutual funds with non-tax advantaged money), retirement accounts (for buying stocks, bonds and mutual funds with IRA money) or a bank checking with brokerage account, which combines a high-yield checking account with your brokerage account–perfect for those who want to seamlessly transfer money from checking to investments. Choosing one of t
