Get Schwab Bank High Yield Investor Checking Account Application For Existing Schwab One Brokerage

This guide provides a comprehensive walkthrough for completing the Schwab Bank High Yield Investor Checking Account Application for users already holding a Schwab One Brokerage account. By following these instructions, users can efficiently fill out the application online.

Follow the steps to complete your application online.

1. Click the ‘Get Form’ button to access the application and open it in the editor.
2. Enter your existing Schwab One Brokerage account number. This will link your new checking account to your existing brokerage account.
3. In the 'Existing Account Holder Information' section, fill out your personal details, including your name, social security number, date of birth, and address. Ensure all information matches your existing account records.
4. Provide the identification type and number as requested. Select the appropriate identification and enter the required information, including the state of issuance and expiration date.
5. Indicate your employment status, including your occupation and employer information if applicable. This section is necessary to comply with securities industry regulations.
6. Designate Trusted Contacts if desired. This is optional but recommended for additional support regarding your accounts.
7. In the 'Required Information About the Account' section, specify the source of funds and the purpose of the account by choosing the relevant options.
8. Decide whether to enroll in the Schwab Bank Bill Pay service and whether to activate overdraft protection. Read the descriptions carefully to understand the implications of your choices.
9. Provide funding information for your account, choosing how you want to fund it, either through an ACH transfer, from your brokerage account, or by sending a check.
10. Review the account terms carefully, confirm that all information is accurate, and sign the application. You must also provide the date of signing.
11. Once everything is completed, you can save your changes, download the form for your records, and if needed, print or share the application.

Start filling out your Schwab Bank High Yield Investor Checking Account Application online today!