1. Schwab Acquisition and Attrition Tracker, 2005–2012. Claim based upon new client surveys where "Recommendation/Referral" was consistently the top response as to the reason new clients opened a Schwab account.

2. The Schwab Mobile Deposit™ service is subject to certain eligibility requirements, limitations, and other conditions. Enrollment is not guaranteed, and standard hold policies apply. Requires a wireless signal or mobile connection.

3. The Schwab Managed Portfolios – Mutual Funds ("SMP-MF") program fee rebate is effective for one year following the date of account establishment and is limited to employees who are U.S. residents and is not available to clients who are currently invested in SMP-MF or who previously received an SMP-MF program fee rebate. No other fees, commissions, charges, expenses (including operational expenses of the underlying funds), or market losses related to your SMP-MF account(s) or any other account at Schwab will be rebated. After the one-year rebate period, the then-current program fee for SMP-MF will accrue and be billed to your account(s). This offer is subject to satisfaction of Schwab’s qualification requirements for SMP-MF and, for new accounts, to account acceptance by Schwab. Portfolio management for SMP-MF is provided by Charles Schwab Investment Advisory, Inc. Charles Schwab Investment Management, Inc. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. This offer is extended to all retail brokerage accounts in such employees’ households based on household definition. Please see the Charles Schwab Pricing Guide for Individual Investors for information about householding guidelines. This offer does not apply to brokerage accounts held with independent advisors at Schwab. There may be certain benefits, services, and discounts made available to clients through Schwab, Schwab Bank, and their affiliates that are not available with this offer due to regulatory and household asset requirements. Please read Schwab’s Disclosure Brochure for important information and disclosures relating to SMP-MF. SMP-MF requires a minimum investment of $25,000 for IRAs and a minimum investment of $50,000 for all other account types. If you change jobs or retire, you can continue to receive the special pricing associated with this special offer if you establish a Schwab brokerage account within 90 days of your distribution date. If your employer terminates its relationship with Schwab, no further enrollment will be allowed in the program 90 days after distribution. However, if you are already receiving these benefits, they will continue for as long as you maintain an active retail brokerage account with Charles Schwab & Co., Inc.

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The material on this website is provided for general informational purposes.

The information on this website and that provided by the Equity Award Consultation Team are not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, legal advisor, or investment manager.

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