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And your satisfaction should be guaranteed. Trading prices apply across all accounts except for certain foreign stock, large block, restricted stock transactions and special promotional offers.

Costs related to trading on foreign exchanges can be found in disclosure 13 below. Please see our Pricing Guide for full details.

There are no fees to open or maintain your account. Other account fees, fund expenses, and brokerage commissions may apply. Note that the minimum balance required to open an account is often waived if you set up an automatic monthly transfer. Other account fees, fund expenses and brokerage commissions may apply. Withdraw funds check sent to you by mail: From your Schwab investment accounts: Plus, there is no charge for speaking with a Schwab financial consultant.

A phone trade is any trade placed by the investor by phone. No, as long as you place the trade yourself, you do not have to pay the "broker-assisted trade" fee. Call Find a branch Chat. See the Charles Schwab Pricing Guide for Individual Investors "the Guide" and any amendments to the Guide for comprehensive details on fees.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses.

You can request a prospectus by calling Please read the prospectus carefully before investing. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value NAV. See the Chalres Schwab Pricing Guide for Individual Investors "the Guide" and any amendments to the guide for comprehensive details on fees.

Foreign ordinary shares that trade online in the U. All broker-assisted and automated phone trades are subject to service charges. See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules.

Employee equity compensation transactions are subject to separate commission schedules. Schwab reserves the right to change or terminate the guarantee at any time.

An exchange processing fee applies to sell transactions. Certain types of Schwab ETF OneSource transactions are not eligible for the commission waiver, such as short sells and buys to cover not including Schwab ETFs. Schwab reserves the right to change the ETFs we make available without commissions. All ETFs are subject to management fees and expenses. Please see Charles Schwab Pricing Guide for additional information. Please see pricing guide for additional information.

Schwab ETFs are distributed by SEI Investments Distribution Co. Please be aware that transaction fees may apply to certain no-load and low-load funds that do not participate in our Mutual Fund OneSource service. Such funds are subject to Schwab's standard transaction fees, in addition to any redemption fees imposed by the fund.

Get more details about Schwab Mutual Funds. Funds are also subject to management fees and expenses. Trades in no-load mutual funds available through the Mutual Fund OneSource service including Schwab Funds , as well as certain other funds, are available without transaction fees when placed through Schwab.

Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. Transaction fees apply to open-end mutual funds only. Standard fees apply on both transactions when placing simultaneous orders to sell one or more transaction fee funds and purchase additional transaction fee fund s with the proceeds. Please read the prospectus for details.

Please see the Charles Schwab Pricing Guide for detailed information on equity and options commissions. Multiple-leg options strategies will involve multiple commissions. Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab.

Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any options transaction. There is no base commission for the option leg.

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Exchange Process Fee—This is a fee Schwab charges to offset fees imposed on us by national securities and self-regulatory organizations or by U. The Securities and Exchange Commission SEC assesses transaction fees on national securities exchanges and self-regulatory organizations based on the aggregate dollar amount of sales of certain securities.

The SEC recalculates the amount of this fee periodically—at least once per year but sometimes more often. National securities exchanges and self-regulatory organizations offset the transaction fees by charging their member broker-dealers such as Schwab, and we, in turn, offset this fee by charging you an Exchange Process Fee for covered sell transactions. The exchanges may charge these fees even on transactions executed on other exchanges, which can result in multiple fees being imposed on Schwab for a single transaction.

Schwab offsets these fees by charging you a single Exchange Process Fee for each covered transaction. Any Exchange Process Fee that appears on your trade confirmation for a sale of an exchange-listed option will combine the offsets for the fees charged both by the U. The Exchange Process Fee will rise or fall periodically depending upon the rates set by the SEC or by the U.

Of them, the Chicago Board Options Exchange CBOE and the International Securities Exchange ISE fees, as shown in the table below, will be included in the Exchange Process Fee. Please call us at for more information.

Your earnings can grow tax-deferred. Visit our IRA center to see whether a Traditional or a Roth IRA is right for you. A rollover of retirement plan assets to an IRA is not your only option. Carefully consider all of your available options which may include but not be limited to keeping your assets in your former employer's plan; rolling over assets to a new employer's plan; or taking a cash distribution taxes and possible withdrawal penalties may apply. Prior to a decision, be sure to understand the benefits and limitations of your available options and consider factors such as differences in investment related expenses, plan or account fees, available investment options, distribution options, legal and creditor protections, the availability of loan provisions, tax treatment, and other concerns specific to your individual circumstances.

For Schwab Global Accounts, trades placed on foreign stock exchanges are subject to commissions and local broker fees, as follows: Trades placed on Foreign Stock Exchanges a. This list of countries and fees is subject to change without notice.

Schwab is charged a local broker fee for all trades placed directly on foreign markets. The additional fee charged is a financial transaction tax of 0.

Additional fees charged in Hong Kong include: Additional fees charged in the United Kingdom include: Foreign Currency Transactions h Foreign currency transactions are subject to a fee based on the amount of currency converted in a single transaction, as follows:. To the extent that you hold a foreign currency in your Schwab Global Account that is paying a negative interest rate, Schwab may be charged interest to hold that currency.

If that occurs, Schwab reserves the right to charge your Account, with no additional markup, the amount of interest charged to Schwab. Transactions for foreign ordinary shares that take place on the U. A foreign transaction fee is added to trades placed for these shares through all channels.

The Schwab Global Account is restricted to certain account types. International investments involve additional risks, which include differences in financial account standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets.

The Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.

The Plan was created by the Kansas State Legislature under the provisions of Section of the Internal Revenue code and is administered by Kansas State Treasurer Ron Estes. Accounts established under the Schwab Plan are domiciled at American Century Investment and not at Schwab. The Schwab Plan includes a total program fee ranging from 0. This account is tax-advantaged when used for qualified education expenses. Qualified withdrawals are tax-free.

State tax treatment of earnings may vary. This offer is subject to change or withdrawal at any time and without notice. Nothing herein is or should be interpreted as an obligation to lend. Loans are subject to credit and property approval. Other conditions and restrictions may apply. Hazard insurance may be required.

Program terms and conditions are subject to change. Home lending is offered and provided by Quicken Loans Inc, Equal Housing Lender. Deposit and other lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender. Quicken Loans is licensed in all 50 states Quicken Loans Nationwide Mortgage Licensing System Lending services provided by Quicken Loans Inc.

Periodic investment plans [dollar-cost-averaging, dividend reinvestment or Schwab's Automatic Investment Plan "AIP" ] do not assure a profit and do not protect against loss in declining markets. Revenue may also be received from the market centers where ETF trade orders are routed for execution.

Clients must enroll to receive this service.

Charles Schwab Fees, IRA/ROTH Account, Broker Cost Schedule

Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. Please read the Schwab Intelligent Advisory disclosure brochures for important information. Portfolio management services for Schwab Intelligent Portfolios are provided by Charles Schwab Investment Advisory, Inc.

Please refer to the disclosure brochures for details about Schwab Intelligent Advisory.

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Brokerage products and accounts are offered by Schwab, member SIPC. Deposit and lending products are offered by Schwab Bank, Member FDIC and an Equal Housing Lender. Schwab Intelligent Advisory charges no commissions or account service fees. Schwab affiliates do earn revenue from the underlying assets in Schwab Intelligent Portfolios accounts. Revenue may also be recieved from the market centers where ETF trade orders are routed for execution.

Please read the Schwab Private Client and the Schwab Private Client Investment Advisory, Inc. Portfolio management and fee-based Financial Planning consultations are conducted by employees of Schwab Private Client Investment Advisory, Inc. SPCIA and Schwab are subsidiaries of The Charles Schwab Corporation. Your account may be subject to a lower fee schedule than described above if you or someone in your household e.

Schwab prescreens advisors and checks their experience and credentials against criteria Schwab sets, such as years of experience managing investments, amount of assets managed, professional education, regulatory licensing, and business relationship as a client of Schwab.

Advisors pay fees to Schwab in connection with referrals.

Fees & Commissions

Schwab does not supervise advisors and does not prepare, verify or endorse information distributed by advisors. Investors must decide whether to hire an advisor and what authority to give him or her. Investors, not Schwab, are responsible for monitoring and evaluating an advisor's service, performance and account transactions.

Services may vary depending on which advisor an investor chooses. Please read Schwab's Disclosure Brochure for important information and disclosures relating to Schwab Managed Portfolios, Schwab Managed Account Services, and Schwab Private Client.

The Managed Account Select program is sponsored by Schwab. In addition, please read the participating manager's disclosure brochure, including any supplements, for important information and disclosures.

Investments in managed accounts should be considered in view of a larger, more diversified investments portfolio. Services may vary depending on which money manager you choose and are subject to a money manager's acceptance of the account. Please refer to Windhaven's ADV Part 2 for additional information.

Please read Schwab's disclosure brochure for important information and disclosure brochure for important information and disclosures relating to Connection and Schwab's Managed Account Services. Portfolio management is provided by Windhaven Investment Management, Inc. Windhaven and Schwab are subsidiaries of The Charles Schwab Corporation. ATM fee rebates do not apply to any fees other than fees assessed for using an ATM to withdraw cash from your Schwab Bank account.

Schwab Bank makes its best effort to identify those ATM fees eligible for rebate based on information it receives from Visa and ATM operators. In the event that you have not received a rebate for a fee that you believe is eligible, please call a Schwab Bank Client Service Specialist for assistance at Schwab Bank reserves the right to modify or discontinue the ATM fee rebate at any time.

Schwab Bank does not assess foreign transaction fees i. Charles Schwab received the highest numerical score in the J. Full Service Investor Satisfaction Study SM. The January survey was based on 6, total responses from 20 firms that measured the opinions of investors who used full-service investment institutions.

Your experiences may vary. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its banking subsidiary, Charles Schwab Bank member FDIC and an Equal Housing Lender , provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

This site is designed for U. Learn more about our services for non-U. Unauthorized access is prohibited. Usage will be monitored. Expanded accounts panel with 5 nested items Overview Checking Account There are 1 nested list items FAQs Savings Account Home Loans There are 7 nested list items Today's Mortgage Rates Purchase a Home Refinance Your Mortgage Home Equity Line of Credit Mortgage Calculators Mortgage Process Start Your Loan Pledged Asset Line There are 1 nested list items PAL FAQs.

Find a branch Contact Us. We believe you should always know what you're paying and never overpay. Types of Fees and Commissions. Mutual Funds — Transaction Fees per Executed Trade. Options — Commissions per Trade 5. Fixed Income — Commissions per Trade 8. Online Trades Broker-Assisted Trades New issues, including CDs Selling concession is included in the offering price Selling concession is included in the offering price Treasuries, including Auction and Secondary: Please contact us at for information.

These are specialty products. Unit Investment Trusts These are specialty products. Account Fees Expand All. Trust, Estate, and Charitable.

Transfer Money Expand All. Transfer Money with Your Schwab Brokerage Account. How to apply Check Withdraw funds check sent to you by mail: Varies depending on delivery method Wire From your Schwab investment accounts: Depends on sending institution From your Schwab investment accounts: Depends on sending institution Call Transfer Money with Your Schwab Bank Account. How to apply Check Withdrawal via cashier's check: Varies depending on delivery method To withdraw funds via check, call to request a cashier's check.

Wire From your Schwab investment accounts: Investment Advice Expand All. Personal Planning and Automated Investing. No commissions and no account service fees charged. How much will it cost to open an account? There are no fees to open and maintain a Schwab account.

How much does it cost to execute a trade? Do you charge trading commissions? How much does it cost for an investment consultation or ongoing portfolio management?

Learn more What is the difference between phone trades and broker-assisted trades? If I place a trade myself online but I call in with a question about the trade, do I have to pay the "broker-assisted trade" fee? Open your account today. Let's take the next step together. Call Find a branch Chat Open your account. When making investment decisions, consider any commissions or service fees that may apply.

These accounts offer valuable tax benefits. Foreign Currency Transactions h Foreign currency transactions are subject to a fee based on the amount of currency converted in a single transaction, as follows: Other Trades Commissions and Fees per Executed Trade in U.

Dollars Foreign Stock Transactions Placed on the U. All other funds 2. New issues, including CDs. Treasuries, including Auction and Secondary: Treasury Bonds, Treasury Bills, Treasury Notes.

CDs, Corporate Bonds, Municipal Bonds, Government Agencies, Zero-Coupon Treasuries, including STRIPS and Mortgage-Backed Securities. Commercial Paper and Foreign Bonds. Preferred stocks and REITs 1,9. IRA Traditional, Roth, or Rollover 9,10,11, Call Apply online. Call Download Application.

Individual k Plan. Personal Defined Benefit Plan. Business k Plan. Call Apply Now. Schwab Bank High Yield Investor Checking Mobile deposits submitted before 4 p. Varies depending on delivery method. Depends on sending institution.

Deposit directly into any of the following Schwab accounts: Withdrawal via cashier's check: To withdraw funds via check, call to request a cashier's check. Deposit directly into any of the following Schwab Bank accounts: You'll pay just 0.

No charge for referrals Fees vary by advisor. Schwab Managed Portfolios Fixed Income Strategies Schedule of Option Exchange Imposing the Fee Application to the Exchange Process Fee. Foreign Stock Transactions Placed on the U.