The easiest way to open a Schwab IRA account is online. You can also get help opening an account by calling us at 866-855-5635 or visiting one of 300 local branches.
The online account application process only takes about 10 minutes. Key steps include:
Choosing the type of IRA account
Providing your personal, employment, and financial information
Selecting specific account features
Creating login credentials and providing contact information for your account
Verifying your identity
Indicating how you'll fund the account