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Brokerage Accounts The brokerage company will probably have a straightforward form that you can fill out, giving information about the trustees and their authority. If not, you will probably need to send the broker: a copy of the trust document or a certification of trust (see Making a Certification of Trust), and.
There is no minimum investment needed to open a brokerage account. How much will it cost to open an account? There are no fees to open and maintain a Schwab account.
Contacting Charles Schwabs customer service or visiting a local branch: Inform Charles Schwab about your intention to transfer your investment account into the trust. You can do so by calling their customer service line or visiting a local branch. The customer service number is 1-800-435-4000.
Contacting Charles Schwab: To initiate the transfer, contact Charles Schwab. You can do this by calling their customer service line or by visiting your local branch. The Charles Schwab customer service number is 1-800-435-4000.
Cash and securities can be placed in trust accounts at Schwab.

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Due to this, your brokerage account should almost always go inside your trust so it can grow as intended and never trigger a probate issue as it grows inside the Trust. This brings us to the other two accounts mentioned above your retirement accounts, those being a 401(k) and an IRA.
Summary The Schwab One Account consists of Brokerage Services and optional checking services, and a Visa Debit Card issued by Mellon Investment Servicing Trust Company. The Visa Debit Card terms are set forth in the Charles Schwab Co., Inc. Visa Debit Card Agreement and Disclosure Statement.

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