Forms and applications for advisors

Schwab Charitable offers two types of accounts:

  • Core accounts: The funds are invested in a selection of prescreened, competitive investment pools. There is no minimum contribution amount required, so it's simple to open an account and experience how easy it is to give through Schwab CharitableTM.
     
  • Professionally managed accounts: For accounts with balances of $250,000 or more, advisors can create a customized investment portfolio and may charge an advisory fee to manage the assets in the account.1

Once your client is ready to open their Schwab Charitable account, you can assist them with the application process.

 

Managing your client's account


 

If you are an investment advisor working with Charles Schwab Advisor ServicesTM, a division of Charles Schwab & Co., Inc., all Schwab Charitable forms and applications can be found on the Schwab Advisor Center® website (login is required).

Additional Resources


 

For additional instructions, refer to Digital Account Open instructions or How to open a Schwab Charitable account

If you have any questions about the forms or which form you should be using, please contact Schwab Charitable at 800-746-6216.

If you are not currently a registered investment advisor with Charles Schwab Advisor Services, please contact advisorservices.schwab.com or call 877-687-4085 for more information.

Related resources

Related resources

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Disclosure

1. Professionally managed accounts are available only through independent investment advisors working with Schwab Advisor Services™, a business segment of The Charles Schwab Corporation serving independent investment advisors and including the custody, trading, and support services of Charles Schwab & Co., Inc. While donors may recommend an advisor, Schwab Charitable must approve the recommendation. Advisors must meet certain eligibility requirements and must enter into an Investment Advisory Agreement with Schwab Charitable. You may request a copy of the guidelines by calling us.

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