Built-in custom screeners scan the market for potential trades based on your trading plan. Dig into trade details with profit and loss and probability charts. For options traders, Idea Hub® is the premier tool for exploring trade ideas based on sentiment and strategy.
Schwab Equity Ratings help decision-making by delivering timely information and a composite score on nearly 3,000 of the largest U.S. stocks. For further support, run detailed risk vs. reward scenarios with the Trade & Probability Calculator before you commit, view third-party research built right into our platform, or bounce ideas off of Schwab’s highly skilled trading specialists.
Save time by trading stocks, ETFs, and options from our streamlined and intuitive All-In-One Trade Ticket.® Within the All-In-One Trade Ticket, the Walk Limit® feature automatically searches for the best possible fill price on single and multi-leg orders, eliminating the time-consuming process of manually modifying limit orders.
Schwab’s exclusive Gain/Loss Analyzer delivers a clear visual that helps make sense of past trading performance and identifies actionable ways to improve. Price alerts can be sent the moment watched stocks or conditional orders reach your criteria. And when it’s time to tune in, Schwab Live delivers market insights through live-streamed Q&A sessions, interviews with specialists, and other events that provide up-to-date commentary and intel for the most current and relevant trade ideas.
1Restrictions apply: The standard online $4.95 commission does not apply to foreign stock transactions, large block transactions requiring special handling, or restricted stock transactions. Foreign ordinary shares that trade online in the U.S. over-the-counter (OTC) market and do not settle in the U.S. will have a $50 foreign transaction fee added to the cost of the transaction. 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. Multiple leg options strategies will involve multiple commissions.
2If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. ("Schwab") or Charles Schwab Bank ("Schwab Bank"), as applicable, will refund any eligible fee related to your concern within the timeframes described below. Two kinds of "Fees" are eligible for this guarantee: (1) asset-based "Program Fees" for the Schwab Private Client ("SPC"), Schwab Managed Portfolios ("SMP"), Schwab Intelligent Advisory ("SIA"), 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 and the Schwab Bank Deposit Account Pricing Guide (together, "Account Fees"). Program Fee refund requests must be received no later than the next calendar quarter after the Fee was charged. Account Fee refund requests must be received within one year of the date that the Fee was charged.
Program Fees are calculated as a percentage of eligible assets in Participating Service accounts. For more information about Program Fees, please see the disclosure brochure for the Participating Service, made available at enrollment or any time at your request. The Connection service includes only accounts managed by investment advisors affiliated with Schwab: Windhaven Investment Management, Inc., ThomasPartners, Inc., and Charles Schwab Investment Management, Inc. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Schwab or managed by Schwab-affiliated advisors outside of the SPC, SMP, SIA, and Connection services.
The guarantee is only available to current clients. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. No other charges or expenses, and no market losses will be refunded. Other restrictions may apply. Schwab reserves the right to change or terminate the guarantee at any time.
Schwab Trading Services 500 Commission-Free Trades Promotion Terms and Conditions:
With a qualifying net deposit of $100,000, earn 500 commission-free online equity and options trades for 2 years.
Offer valid for individuals who make a qualifying net deposit into a Charles Schwab & Co., Inc. ("Schwab") retail brokerage account within 45 days of enrollment in the offer. Net deposits are assets deposited into the enrolled account minus assets withdrawn from the account and transferred out of Schwab. Only assets new to Schwab qualify; assets transferred from affiliates other than Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company are excluded. The trades will be credited to the enrolled account within approximately one week of confirmation of your qualifying net deposit. Trades apply only to base equity, exchange-traded fund (ETF), and options commissions and options per-contract fees up to 20 contracts per trade (standard per-contract fees apply for additional contracts). Foreign transaction, exchange, and regulatory fees still apply. Only trades placed through Schwab.com, Schwab trading platforms, and Schwab Wireless are eligible. Trades will expire 730 days after being credited to your account and will not be applied to previously executed trades. No credit will be given for unexecuted trades.
Schwab reserves the right to change the offer terms or terminate the offer at any time without notice. This offer is limited to one per account, with no more than one account enrolled per client. No more than 500 trades per client may be received pursuant to all promotional offers in any 12-month period. This offer does not apply to brokerage accounts managed by independent investment advisors or enrolled in an advisory service, the Schwab Global Account™, ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, or education savings accounts. This offer is not transferable, saleable, or valid in conjunction with any other offer and is available to U.S. residents only. Employees, contractors, or persons similarly associated with Schwab or a Schwab affiliate; or their spouses; and employees of any securities regulatory organization or exchange are not eligible. Other restrictions may apply. Recent IRS guidance may impact your ability to make more than one IRA to IRA rollover in a one-year period. Any taxes related to the offer are your responsibility.
Exchange Traded Funds investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options. Multiple-leg options strategies will involve multiple commissions. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any option transaction.
Schwab Trading Services™ includes access to StreetSmart® trading platforms, the Schwab Trading Community, and Schwab trading specialists (a Schwab brokerage account is required). There are no fees to use Schwab Trading Services. Other account fees, optional data fees, fund expenses, and brokerage commissions may apply. Schwab reserves the right to restrict or modify access at any time. Schwab brokerage account online applications that have the "Schwab Trading Services" box checked will automatically be enrolled. For questions, call 888-245-6864 to speak to a Schwab Trading Services representative.
Information about third-party ratings:
3From Investor's Business Daily, January 29, 2018, © 2018 Investor's Business Daily Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. Results based on an Investor's Business Daily ("IBD") and TechnoMetrica survey of 5,946 visitors to the IBD website between July-August 2017 and September-November 2017. Those individuals were asked to name and rate their primary online broker. Limiting data analysis only to firms that were cited by 125 or more participants, eight online brokers were ranked based on Customer Experience Index scores for thirteen separate attributes. For further information on how the ratings were calculated, see IBD's Criteria and Methodology.
4StockBrokers.com: “2018 Online Broker Review,” published February 20, 2018. Participation in the review is voluntary; a total of 13 online brokers submitted themselves for ranking for the 2018 review. The Online Broker Review assesses participating online brokers on 292 variables across 10 categories: Commissions & Fees, Offering of Investments, Platforms & Tools, Research, Customer Service, Mobile Trading, Ease-of-Use, Education, Order Execution, and Banking. All categories, with the exception of “Banking,” are factored in to the overall ranking. Star ratings are out of five possible stars and are based on a calculation that combines the variable assessment with an opinion score from 1-10 with 10 “very good” in StockBrokers.com's opinion. Best in Class are online brokers who have placed within the Top 5 for a category. Industry Awards are awarded based on the opinions of StockBrokers.com. Read our 2018 Online Broker Review. For further information on how the ratings were calculated, see StockBrokers.com's “How We Test”.
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