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Charles Schwab Assessment

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By Staff , in Retirement Accounts , at November 9, 2021

Choose’s editorial crew works independently to evaluation monetary merchandise and write articles we predict our readers will discover helpful. We might obtain a fee once you click on on hyperlinks for merchandise from our affiliate companions.

While you need a extra simplified strategy to investing, utilizing only one dealer might help. It may be simpler to watch your portfolio and handle your funding wants once you’re not juggling a number of accounts at varied brokerage companies. Nonetheless, it may be tough to seek out an possibility that means that you can do some little bit of all the things.

Traders on the lookout for a platform that has numerous options ought to look no additional than Charles Schwab. With Schwab, customers can commerce shares, bonds, ETFs and a few mutual funds for $0 fee, in addition to put their cash in a tax-advantaged IRA or select from one in every of two robo-advisor companies in the event that they wish to automate their funding administration.

Under, Choose opinions Charles Schwab’s choices to present you all the main points on its funding choices, options and charges so you possibly can determine if it is proper on your cash.

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Charles Schwab evaluation

Charles Schwab

Information about Charles Schwab has been collected independently by Select and has not been reviewed or provided by Charles Schwab prior to publication.

  • Minimum deposit and balance

    Minimum deposit and balance requirements may vary depending on the investment vehicle selected. No account minimum for active investing through Schwab One® Brokerage Account. Automated investing through Schwab Intelligent Portfolios® requires a $5,000 minimum deposit

  • Fees

    Fees may vary depending on the investment vehicle selected. Schwab One® Brokerage Account has no account fees, $0 commission fees for stock and ETF trades, $0 transaction fees for over 4,000 mutual funds and a $0.65 fee per options contract

  • Bonus

  • Investment vehicles

  • Investment options

    Stocks, bonds, mutual funds, CDs and ETFs

  • Educational resources

    Extensive retirement planning tools


  • $0 minimum deposit for active investing
  • No commission fees for stock and ETF trades and no transaction fees for over 4,000 mutual funds
  • Offers extensive retirement planning tools
  • Users can get on-demand advice from a professional advisor/Schwab expert
  • Robo-advisor Schwab Intelligent Portfolios® available as a no-fee automated service option (with Premium version available for a fee)
  • Trading platform StreetSmart Edge® available for more active investors
  • 24/7 customer support access by phone or chat
  • Charles Schwab offers over 300 brick-and-mortar branches across the U.S. for in-person support


  • Specific transactions may require commission fee
  • Robo-advisor Schwab Intelligent Portfolios Premium charges a one-time planning fee of $300, then a $30 per month advisory fee. For that price, you get unlimited 1:1 guidance from a CFP, interactive planning tools, plus a personalized roadmap for reaching your goals

Charles Schwab investment options



Bottom line

Editorial Word: Opinions, analyses, opinions or suggestions expressed on this article are these of the Choose editorial employees’s alone, and haven’t been reviewed, accepted or in any other case endorsed by any third occasion.

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