No matter how you manage and trade your U.S. investments, one thing is certain—we support you with some of the lowest pricing in the industry.

Receive unlimited listed equity trades across all enrolled accounts at no additional cost. Also, fixed income markups and broker-assisted trades are waived.

Get consolidated quarterly portfolio reports in addition to a monthly gain/loss statement.

If for any reason you're not happy with Schwab Private Client, we'll refund your eligible program fee from the previous quarter and work with you to make things right.^*

Reach out to your Financial Consultant anytime you want for updates on U.S. markets, your financial progress and more.

Stay informed and always in control with periodic portfolio reviews, and a robust annual consultation.

The combined total of our SIPC coverage and our “excess SIPC” coverage means Schwab provides protection up to an aggregate of US$600 million, limited to a combined return of US$150 million per customer, up to US$1.15 million of which may be in cash. This protection becomes available in the event SIPC limits are exhausted. 

For more details on automatic customer account protection, contact us.

Besides Schwab's SIPC protection, Charles Schwab & Co. also provides additional brokerage insurance through an agreement with Lloyd's of London and other London insurers.