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The document is a 'Letter of Explanation' required for non-U.S. residents or foreign entities with Schwab accounts that have U.S. addresses or phone numbers. It outlines the necessary information and documentation needed to explain the foreign status of account holders, including reasons for using U.S. contact details and requirements for supporting evidence such as foreign identification. Each account holder must complete a separate letter, providing detailed explanations and signatures.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is Charles Schwab liberal or conservative?

Schwab is a Republican, who has donated heavily to the party (including the National Republican Senatorial Committee and the National Republican Congressional Committee). Schwab opposes a wealth tax.

What happens to my money if Schwab fails?

Yes, in addition to SIPC, Schwab clients receive an extra level of coverage through excess SIPC insurance protection for securities and cash. This helps ensure claims will be covered in the event of a brokerage firm failure and funds covered by SIPC protections are exhausted.

How do I submit a document to Charles Schwab?

Please upload documents online with Secure Messaging. Log in to your account and click Message Center (under Service), and then click Upload Document. Dont miss out on your opportunity to invest with Charles Schwab.

How to get a statement from Charles Schwab?

Yes, just call us at 800-435-4000 and ask one of our representatives to set up your account so that copies of your statements will be regularly sent to someone you trust, like a family member or your CPA.

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