Open an Account

In three easy steps

Step 1:

Choose your account type and download the Schwab form

 
 
 
Personal

Open an Individual, Joint or Custodial Account

Download Form

 
Trust

Open a Trust Account

Download Form

 
IRA

Open a Traditional or Roth IRA

Download Form

 
 
 
Limited Power-of-Attorney

Add the Chartist to your existing Schwab Account

Download Form

 
 
 
Transfer

Transfer your account from another financial institution to Charles Schwab

Download Form

 
 
 
 

Step 2:

Download the Chartist Investment Advisory Agreement

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

Step 3:

Send Forms

 

Email to
contactus@thechartist.com

Mail to
The Chartist (Managed Accounts)
P.O. Box 2497
Los Alamitos, CA 90720

Fax to
562-596-1280

 


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