Charles Schwab, Hong Kong, Ltd.
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Open an Account

It's easy to apply for a Schwab Hong Kong account

Open a Schwab Hong Kong account to start trading U.S. stocks, bonds, offshore mutual funds and more. Simply select the type of account you would like to open below and follow the steps.

You may also transfer your existing brokerage account to Schwab without liquidating your assets.  Learn about the simple steps to transfer your account.

Update of Important information about Charles Schwab, Hong Kong, Ltd.
Effective August 31, 2016, Charles Schwab, Hong Kong, Ltd. is registered with the Securities & Futures Commission ("SFC") to carry out the regulated activities in dealing in securities and advising on securities under registration CE number ADV256.

Step 1 - Complete Account Application and W-8BEN

Download and complete the following forms:

For the latest account opening document requirements, please call +852-2101-0511, Monday to Friday between 9 a.m. to 6 p.m.

IMPORTANT: Sign and date all completed forms, including the W-8BEN. Forms cannot be processed without both signature and date.

Additional Forms may be required depending on your individual circumstances.

Step 2 - Prepare Required Supporting Documents

Submit copies of supporting documents along with your account application forms. Please follow the required documentation checklist in the account application form when preparing your account application. For the latest account opening document requirements, please call +852-2101-0511, Monday to Friday between 9 a.m. to 6 p.m.

Step 3 - Fund Your Account

A minimum of US$25,000 is required to open a Schwab Hong Kong Individual/Joint Account. Accounts can be funded by one of the following methods:

  • Your personal cheque - payable to “Charles Schwab & Co., Inc. FBO” (your Schwab 8-digit account number). Third-party cheques not accepted.
  • Wire transfer - see Deposits & Transfers for details.
  • Transfer from another brokerage firm - use the Account Transfer form

Step 4 - Submit Completed Applications and Supporting Documents

Charles Schwab, Hong Kong, Ltd.
Suites 1607-1611, 16/F, ICBC Tower,
No 3. Garden Road, Central, Hong Kong

We're here to help.
Our team of U.S. investment professionals is here to help with your account opening questions. If you have any questions, please call +852-2101-0511. You can also reach us via email.

Important Information
Please review these documents prior to opening an account.

Schwab Hong Kong US Dollar Account Agreement
Charles Schwab Hong Kong Pricing Guide for Individual Investors
U.S. Tax and Estate Disclosure to Non-U.S. Persons
Privacy Policy
Your Securities Transaction and Schwab's Compensation
Risk Disclosure Statement for Derivative Products

Schwab U.S. Dollar Liquid Assets Fund

Hong Kong Covering Document for Schwab Worldwide Funds
Prospectus & Supplements for Schwab Worldwide Funds 
Product Key Facts for Schwab Worldwide Fund
2016 Annual Report for Schwab Worldwide Funds