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.
- Schwab Hong Kong Individual/Join Account Application
- U.S. IRS Form W-8BEN (for non-U.S. persons only)
- Schwab Hong Kong CRS Individual Self-Certification
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:
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.
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
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
2015 Annual Report for Schwab Worldwide Funds
2016 Semi-Annual Report for Schwab Worldwide Funds