DISCLOSURE:
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.
1 Other fees apply. Please go to schwab.com/pricing for the Charles Schwab Pricing Guide for Individual Investors (“the Guide”) and any amendments to the Guide for comprehensive details on fees.
2 $1,000 account minimum on SchwabOne® Brokerage Account is waived when you establish a monthly transfer of at least $100 through either direct deposit or Schwab MoneyLink®.
Schwab’s short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab’s Mutual Fund OneSource® service (and certain other funds with no transaction fee) and held for 90 days or less. Schwab reserves the right to exempt certain funds from this fee, including Schwab Funds®, which may charge a separate redemption fee, and funds that accommodate short-term trading.
Trades in no-load mutual funds available through Mutual Funds OneSource service (including Schwab Funds) as well as certain other funds, are available without transaction fees when placed through Schwab.com or our automated phone channels. For each of these trade orders placed through a broker, a $25 service charge applies. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds.
Charles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in the Mutual Fund OneSource® service for record keeping and shareholder services and other administrative services. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.
Effective May 5, 2009, the net operating expense ratios of the Schwab S&P 500 Index Fund and the Schwab Total Stock Market Index Fund are limited to 0.09%. Net operating expenses of other Equity Index Funds are also limited and will range from 0.19% to 0.29%. Equity Index Funds do not include the Schwab Fundamental Index* Funds. See a fund's prospectus for more information on expense limitations.
* Fundamental Index is a registered trademark of Research Affiliates, LLC.
$8.95 trades are available to clients who have $1,000,000 in household assets or who trade 30 or more times per quarter. Direct access trades are charged an additional $0.003 per share above 5000 shares.
©2009 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0909-10870)
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.
1 Other fees apply. Please go to schwab.com/pricing for the Charles Schwab Pricing Guide for Individual Investors (“the Guide”) and any amendments to the Guide for comprehensive details on fees.
2 $1,000 account minimum on SchwabOne® Brokerage Account is waived when you establish a monthly transfer of at least $100 through either direct deposit or Schwab MoneyLink®.
Schwab’s short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab’s Mutual Fund OneSource® service (and certain other funds with no transaction fee) and held for 90 days or less. Schwab reserves the right to exempt certain funds from this fee, including Schwab Funds®, which may charge a separate redemption fee, and funds that accommodate short-term trading.
Trades in no-load mutual funds available through Mutual Funds OneSource service (including Schwab Funds) as well as certain other funds, are available without transaction fees when placed through Schwab.com or our automated phone channels. For each of these trade orders placed through a broker, a $25 service charge applies. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds.
Charles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in the Mutual Fund OneSource® service for record keeping and shareholder services and other administrative services. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.
Effective May 5, 2009, the net operating expense ratios of the Schwab S&P 500 Index Fund and the Schwab Total Stock Market Index Fund are limited to 0.09%. Net operating expenses of other Equity Index Funds are also limited and will range from 0.19% to 0.29%. Equity Index Funds do not include the Schwab Fundamental Index* Funds. See a fund's prospectus for more information on expense limitations.
* Fundamental Index is a registered trademark of Research Affiliates, LLC.
$8.95 trades are available to clients who have $1,000,000 in household assets or who trade 30 or more times per quarter. Direct access trades are charged an additional $0.003 per share above 5000 shares.
©2009 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0909-10870)