Open an account.

A minimum investment of US$25,000 is required to open a Charles Schwab Australia individual or joint account. Opening an account lets you invest in U.S. stocks, bonds, funds, and more.

Simply select the type of account you'd like to open and follow the steps to apply.

Account Types

Individual Account

Key benefits

  • Trade U.S. stocks, bonds, ETFs, and more.
  • Manage account and trades online through schwab.com.au.
  • Access extensive research, plus commentary and insights from Schwab experts.
  • Get professional service and support from our investment specialists.

Note: Minimum of US$25,000 to open an account.

Continue

Joint Account

Key benefits

  • Trade U.S. stocks, bonds, ETFs, and more.
  • Manage account and trades online through schwab.com.au.
  • Access extensive research, plus commentary and insights from Schwab experts.
  • Get professional service and support from our investment specialists.

You can apply through our online application process where the Joint Account has two account holders. For accounts with more than two account holders, please complete the application form by following the instructions on the form.

Note: Minimum of US$25,000 to open an account.

Continue

Trust or SMSF Account

Key benefits

  • Trade U.S. stocks, bonds, ETFs, and more.
  • Manage account and trades online through schwab.com.au.
  • Access extensive research, plus commentary and insights from Schwab experts.
  • Get professional service and support from our investment specialists.

You can apply through our online application process where the Trust has two or less individual trustees and/or beneficiaries. For Trust with more than two individual trustees, a company trustee; or whose beneficiaries are greater than two, comprise of a company, or are undisclosed; please contact us to learn more.

Note: Minimum of US$25,000 to open an account.

Continue  (single trustee)

Continue  (two co-trustees)

Corporate Account

Key benefits

  • Trade U.S. stocks, bonds, ETFs, and more.
  • Manage account and trades online through schwab.com.au.
  • Access extensive research, plus commentary and insights from Schwab experts.

Please contact us to learn more about opening a Charles Schwab Australia Corporate Account.