Satisfaction Guarantee

Questions about the Satisfaction Guarantee²

What fees are covered by the guarantee?

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

If for any reason you are not satisfied, we'll refund the previous quarter's program fee for Schwab Wealth Advisory™.

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 Schwab Advisor Network^®. The guarantee also does not apply to 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 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 within approximately four weeks of a valid request.