Search Submission

Open an Account

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
  • Funding information, depending on the method you choose to contribute to your account

Want your advisor to open and manage your account?

Schwab Charitable account holders may recommend an independent investment advisor to manage their account. Please contact your advisor if you want to get started with this option.

To open an account online follow these
simple steps:

  1. Create an account name.
  2. Provide your account holder information (for up to five account holders total).
  3. Designate successors/beneficiaries, which may be individuals or charitable organizations.
  4. Recommend investments by choosing a portfolio allocation.
  5. Once your new account is open, go to the online client center and make an initial contribution of $5,000.00 or more from an existing Schwab brokerage account.
  6. If you will be funding your account with assets from an institution other than a Charles Schwab and Co., Inc, please complete the Transfer of Assets form in addition to the new account application.
  7. Agree to the terms of service and review the Program Policies.
  8. Get started today.
    Complete the application online .

Prefer to fill out the form by hand? Download the New Account Application form and 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: