Do they accept a POA?
- Verified Schwab's Forms & Applications page lists both its own durable POA form and an 'Agreement and Affidavit for Non-Schwab Durable Power of Attorney', so Schwab has a route for an outside (e.g., attorney-drafted California) durable POA. official source ↗
Forms & documents
- Verified 'Durable Power of Attorney – For All States Except New York and Pennsylvania' (the one for California). official source ↗
- Verified 'Agreement and Affidavit for Non-Schwab Durable Power of Attorney' for using a POA that was not signed on Schwab's form. official source ↗
- Not published Notarization and signature rules for these forms are printed on the forms themselves; Schwab's web pages do not state them. Read the form before signing.
How to submit
- Verified Schwab's Message Center accepts forms and documents online ('Send a Secure Document'): up to 5 files or 25 MB total, and you need an email on the account. Whether a given POA form must be sent as a mailed original is not stated on that page. official source ↗
Turnaround
- Verified Schwab says Message Center attachments take 2 to 4 days to process. No POA-specific turnaround is published. official source ↗
If they refuse or stall
- Not published Not published. In California, see Probate Code § 4406 on the Start Here page.