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Schwab Organization Account

An investing account tailored to the unique needs of businesses, organizations, and family wealth.

A brokerage account to invest in your legacy.

When you open a Schwab Organization Account, you can receive the benefits of wealth management at Schwab—choice, value, advice, transparency—with the added convenience of managing your personal and organization investments in one place.

A Schwab Financial Consultant can partner with you to use this brokerage account to build a portfolio that meets the unique investing needs of your organization, from investing business revenue to managing endowments to preserving family wealth.

You must meet a $250,000 relationship minimum to qualify for a Schwab Organization Account.

$0 Online equity trade commissions

  • $0

    Online listed equity trade commissions1

  • $0

    Online listed ETF trades2

  • $0

    Transaction fees through Schwab Mutual Fund OneSource®3

Application checklist

(You must meet a $250,000 relationship minimum to qualify for either application.)

  • Social Security number(s)
  • Driver's license information
  • Employer's name and address (if applicable)
  • Statement information for assets or cash you may want to transfer
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Why a Schwab Organization Account?

An Organization Account gives you the choice and flexibility you need to take ownership of managing your organization's investments—supported by expert guidance and insight. On behalf of your organization, you can take advantage of the benefits provided across our full suite of brokerage services:

  • Guidance from a Schwab Financial Consultant to help you define and achieve the investing goals of your organization
  • A broad range of investment choices, including stocks, bonds, mutual funds, ETFs, CDs, cash, and cash equivalents
  • $0 online listed equity commissions, no monthly service charges, and no fees to open or maintain accounts (Other account fees, fund expenses, and brokerage commissions may apply. See Charles Schwab Pricing Guide for details.)
  • 24/7 client service and easy account access via Schwab.com and our mobile apps4
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How it works.

You can open an Organization Account to manage investments on behalf of a variety of entities, including corporations, sole proprietorships, partnerships, limited liability companies (LLCs), unincorporated associations and Investment Clubs.

When you're ready to set up your Organization Account, speak with a Schwab Financial Consultant, who can walk you through the process. You can also call us at 866-516-0483, or download a Schwab One® Account Application for Incorporated Organizations or Non-Incorporated Organizations. If you don’t have a Financial Consultant, call us anytime to initiate the account application process.

You must meet a $250,000 relationship minimum across all Schwab accounts to open a new Schwab Organization Account.5

FAQs

A Schwab Organization Account is a brokerage account designed to meet the unique needs of businesses, nonprofits, and family offices. It can serve as a business brokerage account, investment account for managing endowments, or family wealth preservation account.

Organizations—such as businesses, nonprofits, or family offices—or individuals acting on behalf of those organizations can open a Schwab Organization Account to manage investments, including endowments and family wealth. Supported entities include corporations, sole proprietorships, partnerships, LLCs, unincorporated associations and Investment Clubs.

There is no fee to open or maintain a Schwab Organization Account.

Equity trade commissions are as follows: $0 online listed stock and ETF trade commissions;1,2 no transaction fee on thousands of mutual funds through Schwab Mutual Fund OneSource.3

Other fees may apply. Learn more about our fees.

There is no additional cost to work with a Schwab Financial Consultant. You may pay fees or commissions based on what you invest in (e.g., trade commissions or mutual fund expenses). Review our fees and commissions for complete information.

A Schwab Organization Account facilitates investment in a broad range of asset classes, including stocks and bonds, mutual funds and ETFs, CDs, and cash and cash equivalents.

A $250,000 relationship minimum is required to open a Schwab Organization Account. Relationship is defined as total assets across all accounts at Schwab, including the new Organization Account.5

To open an account, download a Schwab One® Account Application for Incorporated Organizations or Non-Incorporated Organizations. If you need help with the application or have specific questions about opening an account, call 866-516-0483 (open Monday–Friday, 8:30 a.m.–8 p.m. ET) or contact a local Financial Consultant.

We'll send your account number as soon as your application is completed and approved. You can use your account number to log in to Schwab.com and manage your account. You can also access and manage your account using our mobile app.4

We're here to help

Looking to trade bonds or CDs online? Log in to your Schwab account to get access to our tools.

Clients of independent investment advisors: You may also contact your advisor or call Schwab Alliance at 800-515-2157.