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Open an Account

Get started today.
Just complete the online application form.

What you’ll need to complete the application:

  • A U.S. permanent resident address, Social Security number, date of birth, and contact information for each person listed on the account
  • A signature for each account holder at the end of this application
  • Funding information, depending on the method you choose to contribute to your account

Follow these simple steps:

  1. Create an account name.
  2. Provide your account holder information (for up to four account holders total).
  3. Designate additional online access (if you would like to grant access to investment advisors, CPAs, or family members).
  4. Designate successors/beneficiaries, which may be individuals or charitable organizations. You can also enroll in the Charitable Legacy Program or recommend the Philanthropy Fund.
  5. Recommend investments by choosing a portfolio allocation or recommending an investment advisor to manage your account.
  6. Contribute to your account by transferring assets from your Schwab account, via a check or wire transfer, or through several other methods.
  7. Agree to the terms of service and review the Program Policies.
  8. Mail or fax your completed form to us.
  • Regular Mail:
    Schwab Charitable
    P.O. Box 628298
    Orlando, FL 32862
  • Overnight Delivery:
    Schwab Charitable
    1958 Summit Park Dr. Suite 200
    Orlando, FL 32810
  • Fax: