The Connection service includes only accounts managed by Charles Schwab Investment Management, Inc., an affiliate of Schwab. 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. 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. 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. See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules.Ģ. Schwab One International® accounts require a minimum deposit to open. Exchange process, ADR, and Stock Borrow fees still apply. Service charges apply for trades placed through a broker (US$25) or by automated phone (US$5). Options trades will be subject to the standard US$0.65 per-contract fee. Standard online US$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.
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