Every user has access to the premade template library that is included in your monthly subscription plan.

You can add any template from the library to your My Templates section by clicking on it then click 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

Options Trading and Margin Application

Schwab One Trust Account Application

Inherited IRA Account Application for Individual Beneficiaries

International Personal Account Application

Schwab One Account Application

Schwab One Account Application (TAMP)

IRA Account

IRA Application (TAMP)

Designated Beneficiary Plan

IRA Beneficiary Designation

Prime Brokerage Amendment

View Only Authorization

SEP IRA

Limited Power of Attorney

SIMPLE IRA Contributions Transmittal

Account Transfer

Schwab MoneyLink Form

Check and Journal

SSG

14b-1 Objecting Form

Wire Outgoing Request

Check Disbursement Request

Asset Movement Authorization

Account Transfer

Account Opening

Pershing

IRA Beneficiary Designation

Ret IRA Distribution

Inherited IRA Adoption Agreement

Joint Transfer on Death

Simple IRA

SEP IRA

Individual Transfer on Death

Roth IRA

Traditional IRA

ACH Authorization

Trustee Certification