Account Agreements and Disclosures

Here you can access our Account Agreements and other investment information to learn more about the scope of Schwab services and risks involved with investing.

Account Agreements

Schwab One Account Agreement

Schwab IRA and ESA Account Agreement

Schwab Individual 401(k) Account Agreement

Schwab Retirement Plan Account Documents

Schwab Global Account Agreement

Amendments to the Schwab Agreements

Other important information

Cash Feature Disclosure Statement

Margin Disclosure Statement

Risk Disclosure Statement for Futures and Options