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.
Information only, not legal or financial advice. This guide summarizes what institutions and California law publish. Rules change and every family is different. Talk to a California-licensed attorney before signing or relying on a power of attorney.