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Schwab One® Account ApplicationPage 2 of 9
2. Account holder information
Account holderDCDavid Chen
First name
David
Middle
L
Last name
Chen
Date of birth
03/14/1962
Social Security number
XXX-XX-4821
Home address
22 Harbor Way
ZIP
94002
Occupation
Consultant
Employer
Arden Labs
Joint holderMCMei Chen
First name
Mei
Last name
Chen
Date of birth
07/02/1964
Social Security number
XXX-XX-1177
Mother’s maiden name
3. Trusted contact
Trusted contactAWAnna Wu
First name
Anna
Last name
Wu
Phone
(510) 555-0110
Relationship
Family friend
4. Investment profile
Annual income
$250,000 – $499,999
Net worth
$5,000,000 +
Investment objective
Growth
Risk tolerance
Moderate