Open An Account

1. Select Your Schwab Form

Form to open an Individual, Joint or Custodial Account:  
Form to open a Trust Account:  
Form to open a Traditional or Roth IRA: 
Form to add the Chartist to your existing Schwab Account: 
Form to transfer your account from another financial institution to Charles Schwab:

2. Download the Chartist Investment Advisory Agreement

For all portfolios: Chartist Stock, Mutual Fund ETF & Balanced: 

3. Send Forms

You can fax to 562-596-1280 or mail to:
The Chartist
Attn: Managed Accounts
P.O. Box 2497
Los Alamitos, CA 90720

If sending a check make payable to: Charles Schwab & Co.