Charles Schwab, Hong Kong, Ltd.

Transfer account to Schwab

Switching to Schwab is easy. You can follow these simple steps to transfer your existing brokerage account to Schwab.

New to Schwab Hong Kong

1 Schedule an appointment
2 Fill out an account application and prepare required supporting documents for opening a new Schwab Hong Kong account
3
4 Bring us your latest statement from your existing brokerage firm

Already a Schwab Hong Kong client

1 Schedule an appointment
2
3
Bring us your latest statement from your existing brokerage firm


We are here to assist you every step of the way. Contact us anytime and we’ll help make your transition an easy one.