Client Benefits
"Our Success is built one client at a time." -Walt Bettinger, President and CEO
Just plain more for your dollar.
You get more at Schwab. You just don't pay more.
Commissions for online equity trades are only $8.95,1 and all Schwab ETF trades have $0 online commissions when you trade from your Schwab account.2
Low minimums. No hidden fees.
You can start with as little as $1,000 with no account maintenance or inactivity fees. Enjoy fee-free checking and unlimited ATM rebates worldwide.3
A wide range of low-cost investment products.
Access low-cost Schwab mutual funds and ETFs, plus thousands of third-party, no-load mutual funds and managed portfolios at competitive rates.
1. The $8.95 commission does not apply to foreign stock transactions, large block trading transactions requiring special handling, or restricted stock transactions. All broker-assisted and automated phone trades are subject to service charges. See the Charles Schwab Pricing Guide for details. Employee equity compensation transactions are subject to separate commission schedules.
2. Restrictions apply: Online trades of Schwab ETFs™ are commission-free at Charles Schwab & Co., Inc. (member SIPC), while trades of third-party ETFs are subject to commissions. Broker-assisted and automated phone trades are subject to service charges. A minimum deposit of $1,000 is required to open most Schwab brokerage accounts. Waivers may apply. See the Charles Schwab Pricing Guide for details. All ETFs are subject to management fees and expenses.
3. Unlimited ATM fee rebates apply to cash withdrawals using the Schwab One® Visa® Platinum check card wherever it is accepted. ATM fee rebates do not include currency exchange fees; fees imposed by merchants for POS transactions; or fees for stamp purchases, balance inquiries, or any transactions other than an ATM cash withdrawal from your Schwab One account. Rebates are applied automatically when identified by ATM and network operators to Schwab as an eligible ATM fee. In the event that you have not received a rebate for a fee that you believe is eligible, please call a Schwab Client Service Specialist for assistance. Schwab reserves the right to modify or discontinue the ATM fee rebate at any time.
With you in the ways you need us.
Start with a no-cost, no-obligation consultation.
All Schwab clients get a one-on-one consultation with a Schwab investment professional that includes a discussion of your goals, an evaluation of your investments, and recommendations with a clear rationale for what to do next.
A relationship that fits your changing needs.
Whether you're looking for ongoing portfolio management, an occasional sounding board, do-it-yourself research, or active trading specialists, we're here with guidance—when and how you need it.
Professional money management to fit your goals.
Schwab offers a range of managed mutual fund and ETF portfolios, separately managed accounts, and more.
We offer a wide range of investment products—and help finding the right ones for your portfolio.
In-depth research from Schwab and third-party firms.
Get timely analysis and perspective from Schwab experts and industry-leading firms like Credit Suisse, Morningstar, and Standard & Poor's.
Free Schwab investing workshops.
Schwab's workshops cover everything from financial essentials to planning for retirement to complex trading strategies. You can attend at your local branch or view them online at your convenience.
Track how your money is doing, and then take action.
As a Schwab client, you can always know how your portfolio is doing, with access to details of your returns against benchmarks, gain/loss reports, and suggestions to improve your portfolio's performance.
Access us and your money—anytime, anywhere.
Reach us anytime, day or night.
As a client, you can reach a Schwab investment professional 24 hours a day, 365 days a year for your investing and trading needs. Or visit any one of our 300+ branches.
Access your accounts on web and mobile platforms.
Manage accounts, track the market, and trade on our award-winning website and on mobile devices.
Put powerful, easy-to-use tools to work for your trades.
Take advantage of our advanced trading platforms—including StreetSmart Edge®. It's trading software that thinks like a trader.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.
Charles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in the Mutual Fund OneSource® service for recordkeeping and shareholder services and other administrative services. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.
Investment returns will fluctuate and are subject to market volatility, so an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF.
Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products are offered by Charles Schwab & Co., Inc., member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, member FDIC and an Equal Housing Lender.