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Charles Schwab was the first brokerage to win #1 Overall, #1 Mobile Apps, and #1 Customer Service in the same year since 2017.
The Schwab Security Guarantee covers losses in Schwab accounts due to unauthorized activity.
Charles Schwab offers $0 online listed stock, option, and ETF trade commissions.
Charles Schwab offers investing, trading with thinkorswim®, and full-service wealth management in one place.
Charles Schwab offers Schwab Bank Investor Checking™ Accounts.
Charles Schwab provides world-class education for investors.
Charles Schwab offers Inherited IRA accounts.
Charles Schwab offers Custodial IRA accounts.
Charles Schwab offers 529 College Savings Plan accounts.
Charles Schwab offers Education Savings Account accounts.
Charles Schwab offers Custodial Account accounts.
Charles Schwab offers Schwab Bank Investor Savings™ Accounts.
Clients can invest on their own with Charles Schwab.
Clients can trade with thinkorswim® through Charles Schwab.
Clients can automate their investing with Charles Schwab.
Clients can work with an advisor through Charles Schwab.
Charles Schwab offers transparent pricing and low costs.
Charles Schwab guarantees customer satisfaction.
Charles Schwab prioritizes customer security.
Individual Brokerage accounts allow investment in stocks, ETFs, options, bonds, and more.
Joint Brokerage accounts allow investment in stocks, ETFs, options, bonds, and more with another individual.
Roth IRA accounts help plan for the future.
Traditional IRA accounts help plan for the future.
Rollover IRA accounts allow rolling over prior retirement plans from former employers.
Client Relationship Summaries provide a brief summary of Charles Schwab's services, fees, and obligations.
Client Relationship Summaries cover broker-dealer and investment advisory relationships.
More information on Client Relationship Summaries is available at schwab.com/transparency.
More information on the Schwab Security Guarantee is available at Schwab.com/guarantee.
Charles Schwab offers thousands of non-load, no-transaction-fee mutual funds.
There is no charge to work with a Schwab Financial Consultant.
Certain eligibility requirements apply for working with a dedicated Financial Consultant at Charles Schwab.
Standard online $0 commission does not apply to over-the-counter (OTC) equities.
Standard online $0 commission does not apply to transaction-fee mutual funds.
Standard online $0 commission does not apply to futures.
Standard online $0 commission does not apply to fixed-income investments.
Standard online $0 commission does not apply to trades placed directly on a foreign exchange or in the Canadian market.
Options trades at Charles Schwab are subject to a standard $0.65 per-contract fee.
Service charges of $25 apply for trades placed through a broker at Charles Schwab.
Service charges of $5 apply for trades placed by automated phone at Charles Schwab.
Exchange process, ADR, and Stock Borrow fees still apply at Charles Schwab.
The Charles Schwab Pricing Guide for Individual Investors provides full fee and commission schedules.
U.S. exchange-listed ETFs at Charles Schwab & Co., Inc. can be traded without a commission on online buy and sell transactions in a Schwab account.
Unlisted ETFs are subject to a commission at Charles Schwab.
Schwab does not receive payment to promote any particular ETF to its customers.
Charles Schwab Investment Management, Inc. (CSIM) serves as investment advisor to the Schwab ETFs.
Schwab ETFs compensate Charles Schwab Investment Management, Inc. out of applicable operating expense ratios.
The amount of fees for Schwab ETFs is disclosed in their prospectus.
Trades in no-load funds available through Schwab's Mutual Fund OneSource® service are available without transaction fees when placed through schwab.com or automated phone channels.
A $25 service charge applies for Mutual Fund OneSource® trades placed through a broker.
Schwab's short-term redemption fee of $49.95 is charged on redemption of Mutual Fund OneSource® funds held for 90 days or less.
Schwab reserves the right to change funds available without transaction fees and to reinstate fees on any funds.
Charles Schwab & Co., Inc. receives remuneration from fund companies participating in Mutual Fund OneSource® service for recordkeeping, shareholder, and administrative services.
Schwab may receive remuneration from transaction fee fund companies for certain administrative services.
There are no fees to open or maintain a Charles Schwab account.
Other account fees, fund expenses, and brokerage commissions may apply at Charles Schwab.
Charles Schwab accounts can be opened online, by phone, or in one of over 300 branches.
Opening a Charles Schwab account online takes about 10 minutes.
Charles Schwab offers a wide selection of investment products to help build a diversified portfolio and reach financial goals.
Charles Schwab aims to make the account transfer process easy.
Clients can use an online account transfer tool to initiate and monitor transfers to Charles Schwab.