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.

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:

Third-party deposits and transfers are NOT accepted. Name of the person(s) who issue the cheque, wire transfer and transfer from another brokerage firm must match the registration of the Schwab account.

Step 4 - Submit Completed Applications and Supporting Documents

Charles Schwab, Hong Kong, Ltd.
Rooms 602-606, Gloucester Tower, The Landmark,
15 Queen's Road Central, 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 U.S. Dollar Account Agreement
Charles Schwab Hong Kong Pricing Guide for Individual Investors
U.S. Tax and Estate Disclosure to Non-U.S. Persons
Charles Schwab, Hong Kong, Ltd. 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 
Addendum to Prospectus for Schwab Worldwide Funds
Product Key Facts for Schwab Worldwide Fund
2018 Annual Report for Schwab Worldwide Funds 
Notice to Underlying Investors of USD2Z Fund