How to Invest in an IPO at Schwab

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal.

Investing in public offerings involves significant risks that may lead to substantial loss of your original investment. These risks include, but are not limited to, price volatility, limited information on the issuer, and potential overvaluation and/or dilution of the initial trading price. Investment decisions you make involving public offerings are your responsibility and may not be appropriate for all investors. Schwab strongly recommends that you review the preliminary prospectus carefully before choosing to participate in any public offerings. In order to participate, you must have certain investment objectives, sufficient investment knowledge and experience, complete an eligibility questionnaire, and meet a minimum liquid net worth threshold.