Schwab Intelligent Portfolios Solutions invests in Schwab ETFs. Some cash alternatives outside of Schwab Intelligent Portfolios Solutions pay a higher yield. The lower the interest rate Schwab Bank pays on the cash, the lower the yield. Schwab Bank earns income on the deposits, and earns more the larger the cash allocation. The portfolios include a cash allocation to FDIC‐insured Deposit Accounts at Charles Schwab Bank, SSB ("Schwab Bank"). Schwab does not charge an advisory fee for the SIP Program in part because of the revenue Schwab Bank generates from the cash allocation (an indirect cost of the Program). These include ETF operating expenses which are the management and other fees the underlying ETFs charge all shareholders. Investors in Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium (collectively, "Schwab Intelligent Portfolios Solutions") do pay direct and indirect costs. For Schwab Intelligent Portfolios Premium, there is an initial planning fee of $300 upon enrollment and a $30-per-month advisory fee charged on a quarterly basis as detailed in the Schwab Intelligent Portfolios Solutions™ disclosure brochures.
There is no advisory fee or commissions charged for Schwab Intelligent Portfolios. Schwab and CSIA are subsidiaries of The Charles Schwab Corporation. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("Schwab"), a dually registered investment advisor and broker dealer. Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™ are made available through Charles Schwab & Co. Please read the Schwab Intelligent Portfolios® disclosure brochures for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios®. Funds deposited at Charles Schwab Bank are insured, in aggregate, up to $250,000, based on account ownership type, by the Federal Deposit Insurance Corporation (FDIC).ħ. Schwab Bank reserves the right to modify or discontinue the ATM surcharge rebate at any time.Ħ. In the event that you have not received a rebate for an eligible surcharge, please call a Schwab Bank Client Service Specialist for assistance at 1-88 (or for clients of independent investment advisors, a Schwab Alliance Service team Member at 1-80). Schwab Bank makes its best effort to identify those ATM surcharges eligible for rebate, based on information it receives from Visa and ATM operators. ATM surcharge rebates do not apply to any fees other than surcharges assessed for using an ATM to withdraw cash in local currency from your Schwab Bank account. Unlimited ATM surcharge rebates apply to cash withdrawals using the Schwab Bank Visa ® Platinum Debit Card wherever it is accepted. To learn more about other Schwab Bank checking accounts, please contact Schwab Bank at 1-88.ĥ. The Schwab One brokerage account has no minimum balance requirements, minimum balance charges, minimum trade requirements, and there is no requirement to fund this account, when opened with a linked Investor Checking account. The Schwab Bank Investor Checking TM account is available only as a linked account with a Schwab One ® brokerage account.
#Account overview professional
Real-time quotes are not available to professional investors.Ĥ. Go to /satisfaction to learn what's included and how it works.ģ. This guarantee does not cover or limit any market or trading losses. Schwab reserves the right to change or terminate the guarantee at any time. Refund requests must be received within 90 days of the date the fee was charged. ("Schwab"), Charles Schwab Bank, SSB ("Schwab Bank"), or Charles Schwab Futures and Forex LLC, as applicable, will refund any eligible fee or commission related to your concern. If you are not completely satisfied for any reason, at your request, Charles Schwab & Co., Inc.
#Account overview full
See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules.Ģ.
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. Environmental, Social and Governance (ESG) Investingġ.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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