Other Schwab Financial ServicesAs a Schwab Stock Plan Services client, you're entitled to some special offers from Schwab. Below you will find more detailed information about the breadth and depth of services we offer to suit your needs. Follow the links below to learn more about any of our products, or call 1-800-654-2593.
A full-featured Schwab account, with no minimum balance.1 As a Schwab Stock Plan Services client, you can open a Schwab One account with access to a wide variety of tools and research. No maintenance fees and no minimum balance (depending on your company's relationship with Schwab Stock Plan Services) represent a value of up to $180 per year2. At your fingertips, you'll have First-rate decision-making tools from the Schwab Center for Investment Research., plus Schwab Equity Ratings. for guidance on buying and selling stocks and the Schwab Mutual Fund OneSource Select List®3, a concise list of carefully pre-screened mutual funds. You'll receive Schwab's competitive commissions of $19.95 for online equity trades for the first 1,000 shares plus $0.015 for each additional share. Active Traders may qualify for fees as low as $8.95. back to topServices to suit all your financial needs. Schwab is a place where you can get the types of services and support you need, whatever type of investor you are. If you trade actively today, we provide access to the latest technology. If you're comfortable investing largely on your own, we offer self-help tools, educational resources and great service and support. And if you're looking for more help, we provide high-quality advice and financial planning as well as access to prescreened independent investment advisors. Learn more about the wide range of accounts Schwab offers to meet all your financial needs, including individual retirement, estate planning, education & custody. Retirement Accounts Estate Planning Accounts
Education & Custodial Accounts
Learn more about Home Loans and Lines of Credit through Schwab Bank. back to topReceive advice tailored to your specific needs. At Schwab, we recognize one size does not fit all. For those times when you need help making the most of your investments, Schwab has an innovative program designed for you -- whether you're just starting out, want a one-time actionable consultation, or have complex financial needs requiring a personal, ongoing relationship with an advisor. Schwab Stock Plan Services clients receive a 25% discount on two premier, personal, one-time consultations:
Click here to learn more about Schwab One-time advice offers, or call 1-866-671-2331. Schwab's ongoing advice: Advised Investing Foundational Schwab Advisor Network®5 Full-time, proactive portfolio management as well as expertise in financial and estate planning, tax strategy and wealth management , featuring one-on-one consultations with your personal advisor as needed; expert, customized financial guidance across all financial situations Click here to Get Started Today.back to top 1 Waiver of quarterly account maintenance fees is determined by your company's relationship with Schwab. Additional services subject to availability based on country of residency and citizenship. 2 Quarterly account fees for Schwab One accounts may be waived depending on your employer's relationship with Schwab Stock Plan Services. This represents a value of up to $180 per year, based on quarterly fees of $45 per quarter if $10,000 minimum balance requirement was not met. 3 Charles Schwab & Co., Inc. (member SIPC) receives remuneration from fund companies in the Schwab Mutual Fund OneSource™ program for recordkeeping and shareholder services, and other administrative services. 4 Investment advice is solely incidental to Schwab's broker-dealer services. Financial planning is a separate Schwab investment advisory service. 5 Network member advisors are independent and are not employees or agents of Schwab. 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 Institutional. Advisors pay Schwab fees to be members. 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/her. Investors, not Schwab, are responsible for monitoring and evaluating an advisor's service, performance and account transactions. Charles Schwab Corporate & Retirement Services (SCRS) provides services to retirement plan sponsors and participants. SCS also provides equity compensation plan services and other financial and retirement services to corporations and executives. Charles Schwab & Co., Inc. (Member SIPC) is a registered broker/dealer, offering brokerage and custody services to its customers. These entities are affiliates of each other and are wholly owned subsidiaries of The Charles Schwab Corporation. |
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Stock Plan Services Representatives are available from 9am to 9pm Eastern Time. Monday through Friday. All representatives are licensed and capable of helping you with all of your equity compensation and investment needs. (International clients may access toll free numbers by first dialing an AT&T Direct Dialing Code) Today's Market |
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