Forms and Applications
Ready to invest in the U.S. market? Below you will find convenient links to important disclosures and forms.
New Schwab One International® Account Application
- Individual Account
- Joint Account
- Trust Account
Singapore Accredited Investor
- Declaration and Opt-In Form for Accredited Investor Status and Cross-Border Arrangement
- Opt-Out from Accredited Investor Status Form
Transfers & Payments
- Instructions to Wire Funds into Your Schwab Account
Wire funds from other institutions into your Schwab One Singapore Account - Transfer Your Account to Schwab
Transfer securities and/or funds from another financial institution into your Schwab account - Wire Funds
Set up a domestic wire transfer to an account at a financial institution located in the United States - Wire Funds: International with Letter of Authorization Form
Set up an international wire transfer to an account at a financial institution outside of the United States
Update Account Features
- Authorization to Purchase Offshore Investment Shares
Required for non-U.S. persons who intend to invest in offshore mutual funds - Add Options, Margin, and Short Capabilities
Add options trading and/or margin features to your Schwab account - Household Exception Form
Link eligible accounts together in your household in order to qualify for possible fee waivers and other benefits or features - Schwab International Client Information Update Form
Use this form to update your address, phone number, email address and other client information on your account(s) - Update your Schwab One International Account
Use this form to convert your Schwab account or Schwab One account to a Schwab One International Account and order checks for the account - Update your Schwab One International Corporate Account
Use this form to add or remove Internal Control Person or Beneficial Owners to or from your Schwab
Tax & Legal Issues
- Add a Trusted Contact Person
Use this form to add up to two Trusted Contacts for your Schwab accounts. - Trading and Withdrawal Authorization
Name an Agent to act on your behalf in connection with your Schwab account. - Explanation Letter — Attachment to the Form W-8
Complete this form if you claim foreign (outside the U.S.) status and use a U.S. address or phone number, use an address outside the country of your permanent residence, and/or were born in the U.S. - W8 Resource Center
Helpful instructional video & resources for completing the Substitute W-8BEN Form and associated forms - Substitute Form W-8BEN for Individual
- Substitute W-8BEN-E for Entities
- Substitute W-8IMY
Disclosures & Agreements
- Charles Schwab SG Pte. Ltd. Limited Services Agreement
- Account Agreement
- Investor Services Pricing Guide
- Cash Features Disclosure
- How We Compensate our Investment Professionals
- U.S. Tax Considerations for Non-U.S. Person Investors
- Fees and Commissions
- Security Guarantee
- Charles Schwab SG Pte. Ltd. Privacy Notice