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Never Settle

With our busy lives, we’ve all occasionally settled for a subpar experience or product. When it comes to investment advice and planning, however, the repercussions of settling for second best can be profound.

That’s because your investing choices today can have real consequences for your quality of life tomorrow. Which is one reason it’s so important to get the most for your money—meaning not just low prices but also superior service.

And don’t always believe those who would tell you there’s an inevitable trade-off between the two. We’ve been delivering both since I founded the company more than 40 years ago. Indeed, that’s why we established the Schwab Satisfaction Guarantee: If you’re not completely satisfied, we’ll refund any eligible fee related to your concern and work with you to make things right.1

At Schwab, we believe investors deserve better than the status quo—and that affordable, high-quality service is a right, not a privilege. To learn more, call us at 800-355-2162 or stop by your local branch. We welcome the opportunity to answer any and all questions you may have.

Charles R. Schwab

Founder & Chairman

1If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc., or Charles Schwab Bank will refund any eligible fee related to your concern within the required time frames. Schwab reserves the right to change or terminate the guarantee at any time. Go to to learn what’s included and how it works.

What you can do next

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Important Disclosures

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 are obtained from what are considered reliable sources. However, their accuracy, completeness and reliability cannot be guaranteed.


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