Satisfaction Guarantee

We believe every investor deserves to work with a firm they can count on. At Schwab, our commitment to your satisfaction is backed by a guarantee. If for any reason you're not completely satisfied, we'll refund your fee or commission and work with you to make things right.¹ You won't find that kind of promise everywhere—but you will find it here.

Questions about the Satisfaction Guarantee

What fees are covered by the guarantee?

We'll refund fees or commissions included in:
Charles Schwab Pricing Guide for Individual Investors

We'll refund the previous quarter's program fee for the following advisory services:

What Schwab Bank fees are covered by the guarantee?

We'll refund fees included in:
The Schwab Bank Deposit Account Pricing Guide

Are any fees not covered by the guarantee?

While the guarantee covers a wide range of fees and commissions, there are services to which it does not apply. These include accounts managed by investment advisors who are not affiliated with Schwab, such as through Schwab Advisor Network^® and Managed Account Select^®. The guarantee also does not apply to operating expenses charged by mutual funds and ETFs, or interest paid on margin loans.

If you have questions on whether the guarantee applies to any particular fee, please call a Schwab investment professional for assistance.

Who should I contact if I have questions or would like to request a refund?

You can call a Schwab investment professional 24/7 at 800-435-4000. Or, if you work with a Schwab Financial Consultant, you can contact your consultant.

How long do I have to request a refund under the guarantee?

Refund requests must be received within 90 days of the date the fee was charged.

How long will it take to receive my refund?

Funds will be credited to the account charged in approximately four weeks of a valid request.

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Satisfaction Guarantee

Questions about the Satisfaction Guarantee

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