All Account Fees and Minimums
Opening and Maintenance Fees† Account Minimums

Brokerage (Individual and Joint)

$0 $0

IRA (Traditional, Roth, or Rollover)9

$0 $0

Schwab Trading Services™ Account

$0 $0

Schwab Bank High Yield Investor Checking linked to a Schwab One® Brokerage10

Open a checking account >
$0 $0

Schwab Bank High Yield Investor Savings®

$0 $0

Schwab Global Account™11

Call 800-992-4685
$0 $0

Schwab One® Trust

Call 866-866-9041
$0 $0

Schwab One® Estate

Call 866-232-9890
$0 $0

Schwab Charitable™12

Call 800-746-6216
$0 $5,000

529 College Savings13

$0 $0

Education Savings

Call 866-663-5247
$0 $0

Schwab One® Custodial (UGMA/UTMA)

Call 866-663-5247
$0 $0

Individual 401(k) Plan

Call 866-855-6637
$0 $0

Inherited IRA/Inherited 401(k)

Call 866-855-5635
$0 $0

Schwab Personal Choice Retirement Account® (PCRA)

Call 888-393-7272

$0 $0

SEP-IRA

Call 800-435-4000
$0 $0

SIMPLE-IRA

Call 800-435-4000
$0 $0

Personal Defined Benefit Plan

Call 800-435-4000
$0 $0

Business 401(k)

Call 877-456-0777
$0 $0

Company Retirement Plan

Call 800-435-4000
$0 $0

Schwab Organization

Call 866-516-0483
$0 $250,000 relationship minimum across all Schwab accounts

† There are no fees to open or maintain your account. Other account fees, fund expenses, and brokerage commissions may apply.

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