Call the ALPA member hotline: 877-648-4719

Identify yourself as an ALPA member to get more information about your benefits.

Special services for ALPA members from Schwab.

ALPA has chosen Schwab to be a provider of comprehensive financial services as a benefit to its members.

Negotiated preferred pricing

ALPA members who become Schwab clients may be eligible for special preferred pricing on several specialized services.

  • $6.95 commission rate for online equity trades (regularly $8.95/trade)1
  • One-year program fee rebate on Schwab Managed Portfolios™ – Mutual Funds2
  • 25% off in-depth financial planning

Learn more

Call the ALPA member hotline at 877-648-4719.

Identify yourself as an ALPA member to get more information about your benefits.

Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. ("Schwab") (Member SIPC), offers investment services and products, including Schwab brokerage accounts. 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 or maintenance, or for other reasons.

The Charles Schwab Corporation and its affiliates are unaffiliated with ALPA.

Fee-based Financial Planning consultations are conducted by employees of Schwab Private Client Investment Advisory, Inc. (SPCIA). SPCIA is a Registered Investment Advisor and an affiliate of Charles Schwab & Co., Inc.

Please read the Schwab Financial Planning Services Disclosure Brochure for important information and disclosures about this service.

The Schwab Personal Financial Plan™ and Schwab Retirement Consultation are an investment advisory service separate from your brokerage account. If you choose to have a Schwab Personal Financial Plan or Schwab Retirement Consultation prepared for you, it is your responsibility to determine if and how the information in the plan is to be implemented. If you choose to implement your plan through Schwab, we will act as a broker-dealer, not an investment advisor, and will not exercise investment discretion over your brokerage account(s).

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.

1Restrictions apply: The $6.95 (regularly $8.95) commission does not apply to foreign stock transactions, large block transactions requiring special handling, or restricted stock transactions. Online trades of Schwab ETFs™ are commission-free at Charles Schwab & Co., Inc. (Member SIPC), while trades of third-party ETFs are subject to commissions. All broker-assisted and automated phone trades are subject to service charges. A minimum deposit of $1,000 is required to open most Schwab brokerage accounts. Waivers may apply. See the Charles Schwab Pricing Guide for Individual Investors for details. All ETFs are subject to management fees and expenses.

2The Schwab Managed Portfolios – Mutual Funds (“SMP-MF”) program fee rebate is limited to an ALPA member enrolled in the Schwab ALPA program who is a legal U.S. resident; it is not available to clients who are currently invested in SMP-MF or who previously received an SMP-MF program fee rebate. This offer is extended to all retail brokerage accounts in such member’s household based on household definition. Please see the Charles Schwab Pricing Guide for Individual Investors for information about householding guidelines. This offer does not apply to brokerage accounts held with independent investment advisors at Schwab. There may be certain benefits, services, and discounts made available to clients through Schwab, Schwab Bank, and their affiliates that are not available with this offer due to regulatory and household asset requirements. Please contact Schwab directly for additional details about features and benefits. The SMP-MF program fee rebate is effective for one year following the date of account establishment. No other fees, commissions, charges, expenses (including operational expenses of the underlying funds), or market losses related to your SMP-MF account(s) or any other account at Schwab will be rebated. After the one-year rebate period, the then-current program fee for SMP-MF will accrue and be billed to your account(s). Please read the Schwab Managed Portfolios Disclosure Brochure for important information about SMP-MF. This offer is subject to satisfaction of Schwab’s qualification requirements for SMP-MF and, for new accounts, to account acceptance by Schwab. Portfolio management for SMP-MF is provided by Charles Schwab Investment Advisory, Inc., an affiliate of Schwab.

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Put the expertise of Schwab’s Executive Services team to work for you.

ALPA members are entitled to personal attention from an experienced member of Schwab’s Executive Services team. These dedicated professionals have an average of 15 years of experience with executive-level financial matters.

You get:

Personalized support. Enjoy a one-on-one relationship with an experienced Schwab Financial Consultant to get guidance and advice.

Access to professionals. You can contact additional Schwab professionals for more in-depth support and guidance when you need it.

Financial planning. Receive pre-retirement and retirement planning advice, wealth management strategies, college savings plan tips, and more.

Wealth management. Get strategic direction and advice about portfolio management, trust and estate services, annuities, and insurance.

Investment strategies. Gain insights and helpful information about equities, fixed income products, exchange-traded funds, and more.

No-fee financial consultation. Get started with a one-on-one discussion with an experienced Schwab Financial Consultant. They’ll review your current financial situation and answer your questions concerning your financial future—at no cost. Even if you have an existing advisor relationship, your Schwab Financial Consultant will gladly work with your other advisor(s) to meet your needs.1

Call the ALPA member hotline at 877-648-4719.

Identify yourself as an ALPA member to get more information about your benefits.

1 During the No-Fee Consultation, specific advice and recommendations are limited to assets held at Schwab by clients with an existing Schwab retail brokerage account. Examples may be provided of the advice and recommendations that might be offered if outside assets were transferred to Schwab; however, such information is for educational purposes only. The consultation is complimentary, though the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Charles Schwab & Co., Inc. distributes certain life insurance and annuity contracts that are issued by non-affiliated insurance companies. Not all products are available in all states.

The Charles Schwab Corporation and its affiliates are unaffiliated with ALPA.

Fee-based Financial Planning consultations are conducted by employees of Schwab Private Client Investment Advisory, Inc. (SPCIA). SPCIA is a Registered Investment Advisor and an affiliate of Charles Schwab & Co., Inc.

Please read the Schwab Financial Planning Services Disclosure Brochure for important information and disclosures about this service.

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Negotiated preferred $6.95 commission rate.

Standard Schwab commission Commission rate for Schwab clients enrolled in the ALPA program
Online Equity Trades $8.95 $6.95
Online Options1 $8.95
plus $0.75 per contract		 $6.95
plus $0.75 per contract
Non-Schwab ETFs $8.95 $6.95
Schwab ETFs™ $0.00 $0.00
To take advantage of this ALPA member benefit, call 877-648-4719.

Identify yourself as an ALPA member to get more information about your benefits.

Restrictions apply: The $6.95 (regularly $8.95) commission does not apply to foreign stock transactions, large block transactions requiring special handling, or restricted stock transactions. Online trades of Schwab ETFs are commission-free at Charles Schwab & Co., Inc. (Member SIPC), while trades of third-party ETFs are subject to commissions. All broker-assisted and automated phone trades are subject to service charges. A minimum deposit of $1,000 is required to open most Schwab brokerage accounts. Waivers may apply. See the Charles Schwab Pricing Guide for details. All ETFs are subject to management fees and expenses.

Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with The Charles Schwab Corporation or any of its affiliates.

1Options 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 option transaction.

Investors should carefully consider information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.

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As Schwab clients, ALPA members enjoy a 25% discount for the following in-depth financial planning services.

A Schwab Personal Financial Plan

A financial planner will review your current financial situation, including insurance, retirement goals, and cash flow, before helping you develop a comprehensive financial plan based on your specific needs. The Schwab Personal Financial Plan is available to Schwab clients who are enrolled in the ALPA program for a one-time fee of $1,500, a 25% discount.

Schwab Retirement Consultation

A Schwab financial planner can help you determine how to accumulate the money you’ll need, create a realistic income plan, or make the most of your retirement savings, based on your goals. The Schwab Retirement Consultation is available to Schwab clients who are enrolled in the ALPA program for a one-time fee of $825, a 25% discount.

To take advantage of this ALPA member benefit, call 877-648-4719.

Identify yourself as an ALPA member to get more information about your benefits.

The Charles Schwab Corporation and its affiliates are unaffiliated with ALPA.

Fee-based Financial Planning consultations are conducted by employees of Schwab Private Client Investment Advisory, Inc. (SPCIA). SPCIA is a Registered Investment Advisor and an affiliate of Charles Schwab & Co., Inc.

Please read the Schwab Financial Planning Services Disclosure Brochure for important information and disclosures about this service.

The Schwab Personal Financial Plan™ and Schwab Retirement Consultation are investment advisory services separate from your brokerage account. If you choose to have a Schwab Personal Financial Plan or Schwab Retirement Consultation prepared for you, it is your responsibility to determine if and how the information in the plan is to be implemented. If you choose to implement your plan through Schwab, we will act as a broker-dealer, not an investment advisor, and will not exercise investment discretion over your brokerage account(s).

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You may be eligible to get a one-year program fee rebate on Schwab Managed Portfolios™ – Mutual Funds.

Schwab Managed Portfolios provide professionally managed, broadly diversified portfolios of mutual funds, with competitive fees and minimums as low as $25,000.

As a Schwab client, you’ll work with a Schwab investment professional to choose a diversified portfolio that fits your goals and tolerance for risk. You’ll then receive ongoing updates as the portfolio is actively rebalanced and kept in line with the strategy you selected.

In addition to a one-year program fee rebate, a low minimum and attractive fees make these portfolios an exceptional value for investors seeking professional portfolio management.

To find out if Schwab Managed Portfolios – Mutual Funds are right for you, call 877-648-4719.

Identify yourself as an ALPA member to get more information about your benefits.

The Schwab Managed Portfolios™ – Mutual Funds ("SMP-MF") program fee rebate is limited to an ALPA member enrolled in the Schwab ALPA program, who is a legal U.S. resident, and is not available to clients who are currently invested in SMP-MF or who previously received a SMP-MF program fee rebate. This offer is extended to all retail brokerage accounts in such member’s household based on household definition. Please see the Charles Schwab Pricing Guide for Individual Investors for information about householding guidelines. This offer does not apply to brokerage accounts held with independent investment advisors at Schwab. There may be certain benefits, services, and discounts made available to clients through Schwab, Schwab Bank, and their affiliates that are not available with this offer due to regulatory and household asset requirements. Please contact Schwab directly for additional details about features and benefits.

The SMP-MF program fee rebate is effective for one year following the date of account establishment. No other fees, commissions, charges, expenses (including operational expenses of the underlying funds), or market losses related to your SMP-MF account(s) or any other account at Schwab will be rebated. After the one-year rebate period, the then-current program fee for SMP-MF will accrue and be billed to your account(s). Please read the Schwab Managed Portfolios Disclosure Brochure for important information relating to Schwab Managed Portfolios – Mutual Funds. This offer is subject to satisfaction of Schwab’s qualification requirements for SMP-MF and, for new accounts, account acceptance by Schwab. Portfolio management for SMP-MF is provided by Charles Schwab Investment Advisory, Inc., an affiliate of Schwab.

Diversification strategies do not ensure a profit and cannot protect against losses in a declining market.

Investments will fluctuate in value, and when sold, may be worth more or less than the original cost.

Portfolio management for Schwab Managed Portfolios is provided by Charles Schwab Investment Advisory, Inc. ("CSIA"). Schwab Managed Portfolios is a wrap fee program sponsored by Charles Schwab & Co., Inc. ("Schwab"). CSIA and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

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