Every user has access to the premade template library included with your monthly subscription plan.
You can add any template from the library to your My Templates section by clicking on it, then clicking on Install template.
The library is organized by categories, and the search bar lets you easily find the right template for your needs.
To preview a template, click on it and click the preview button.
Here is a list of PDF templates by category:
Charles Schwab
IRA ACCOUNT
IRA DISTRIBUTION
CHECK AND JOURNAL
INTERNATIONAL PERSONAL ACCOUNT APPLICATION
IRA APPLICATION (TAMP)
DESIGNATED BENEFICIARY PLAN
SCHWAB ONE TRUST ACCOUNT APPLICATION
LIMITED POWER OF ATTORNEY
INHERITED IRA ACCOUNT APPLICATION FOR INDIVIDUAL BENEFICIARIES
OPTIONS TRADING AND MARGIN APPLICATION
SCHWAB ONE ACCOUNT APPLICATION (TAMP)
SCHWAB ON ACCOUNT APPLICATION
IRA BENEFICIARY DESIGNATION
PRIME BROKERAGE AMENDMENT
VIEW ONLY AUTHORIZATION
SEP IRA
SIMPLE IRA CONTRIBUTIONS TRANSMITTAL
ACCOUNT TRANSFER
SCHWAB MONEYLINK FORM
Altruist/SSG and Pershing
OPEN AN ACCOUNT (PERSHING)
ROTH CONVERSION (PERSHING)
ROTH IRA (PERSHING)
TRUSTEE CERTIFICATION (PERSHING)
IRA BENEFICIARY DESIGNATION (PERSHING)
RET IRA DISTRIBUTION (PERSHING)
14B-1 OBJECTING FORM (ALTRUIST/SSG)
PROXIES AND PROSPECTUSES AUTHORIZATION (ALTRUIST/SSG)
INHERITED IRA ADOPTION AGREEMENT (PERSHING)
WIRE OUTGOING REQUEST (ALTRUIST/SSG)
JOINT TRANSFER ON DEATH (PERSHING)
CHECK DISBURSEMENT REQUEST (ALTRUST/SSG)
SIMPLE IRA (PERSHING)
SEP IRA (PERSHING)
ASSET MOVEMENT AUTHORIZATION (ALTRUIST/SSG)
INDIVIDUAL TRANSFER ON DEATH (PERSHING)
ACCOUNT TRANSFER (ALTRUIST/SSG)
TRADITIONAL IRA (PERSHING)
ACH AUTHORIZATION (PERSHING)
ACCOUNT OPENING (ALTRUIST/SSG)
Fidelity
FIDELITY TRUST ACCOUNT APPLCATION
FIDLITY BUSINESS ACCOUNT APPLICATION
INDIVIDUAL BROKERAGE ACCOUNT APPLICATION
SMA NON-PROTOTYPE RETIREMENT ACCOUNT APPLICATION
INHERITED IRA ENTITIES
SMA TRUST
FIDELITY SLOA
INHERITED IRA INDIVIDUAL
ADD OR REMOVE AN ADVISOR
TRANSFER ON DEATH
TRANSFER OF ASSETS
SMA PERSONAL
SMA BUSINESS
INHERITED IRA TRUSTS
SMA IRA