#Finances for dummies full#
See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules. Exchange process, ADR, and Stock Borrow fees still apply. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Options trades will be subject to the standard $0.65 per-contract fee. Standard online $0 commission does not apply to over-the-counter (OTC) equities, transaction-fee mutual funds, futures, fixed-income investments, or trades placed directly on a foreign exchange or in the Canadian market.
Schwab reserves the right to change or terminate the guarantee at any time.Ģ. No other charges or expenses and no market losses will be refunded. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. The guarantee is only available to current clients. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Schwab or managed by Schwab-affiliated advisors outside of the SWA, SMP, SIP Premium, and Connection services. The Connection service includes only accounts managed by Charles Schwab Investment Management, Inc., an affiliate of Schwab. Two kinds of "Fees" are eligible for this guarantee: (1) "Program Fees" for the Schwab Wealth Advisory ("SWA"), Schwab Managed Portfolios™ ("SMP"), Schwab Intelligent Portfolios Premium® ("SIP Premium"), and Managed Account Connection® ("Connection") investment advisory services sponsored by Schwab (together, the "Participating Services") and (2) commissions and fees listed in the Charles Schwab Pricing Guide for Individual Investors or the Charles Schwab Bank Pricing Guide.įor more information about Program Fees, please see the disclosure brochure for the Participating Service, made available at enrollment or any time at your request. Refund requests must be received within 90 days of the date the fee was charged. ("Schwab"), Charles Schwab Bank, SSB ("Schwab Bank"), or another Schwab affiliate, as applicable, will refund any eligible fee related to your concern. Schwab Satisfaction Guarantee: If you are not completely satisfied for any reason, at your request, Charles Schwab & Co., Inc. View important information about our online equity trades and Satisfaction Guaranteeġ. Environmental, Social and Governance (ESG) Investing.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.
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