Compensation and Advice Disclosures

"Through Clients' Eyes." It's a simple phrase that captures our approach to service, our approach to pricing, and our approach to communications. In that spirit, we seek to provide you with the tools and information that help you understand our values and the way we operate.

We believe it is important for all investors to understand how Schwab earns money—directly from individual clients, and as well as from third parties as a result of our investment advice and a client's purchase of a product or service through Schwab. 

The following advice and compensation disclosures can help clients and prospects make informed decisions about investing at Schwab:

These disclosures may change from time to time, and updates will be published on this website as they are available.

To obtain paper copies of these disclosures or to ask questions, please call 800-435-4000.