Charles Schwab Coupons & Promo Codes

When a friend refers you and you become a new Schwab client, you can earn up to $1,000 as a bonus award. To qualify, you must enroll in the offer and make a qualifying net deposit of cash or securities. Bonus amounts vary by deposit level: $1,000 for deposits of $500,000 or more; $500 for deposits of $100,000–$499,999; $300 for deposits of $50,000–$99,999; $100 for deposits of $25,000–$49,999. The referral code is applied automatically when opening an account via the referral link. Qualifying net deposit must be made within 45 days of account opening. Bonus is deposited approximately one week after the 45-day period. Offer subject to terms and conditions; not available to U.S. residents only; non-U.S. residents subject to country-specific restrictions.

Enroll and make a qualifying net deposit of $100,000 (cash or securities) in your account within 45 days of enrollment to earn 500 commission-free online trades valid for two years. Free trades apply to U.S. over-the-counter securities, Canadian stock transactions, and options per contract fees for up to 20 contracts per trade. Available for new and existing Schwab clients in brokerage accounts, IRAs, and trust accounts.

Schwab Intelligent Portfolios is an automated investment advisory service that provides professional-grade technology to help build and manage your portfolio. The service includes automated rebalancing and a diversified selection of ETFs tailored to your financial goals and risk profile.

Open a Charles Schwab account online to start managing your retirement portfolio with access to specialized tools, advice, and investment products.

Access a wide range of expert insights, including market updates, trading outlooks, and in-depth analysis on US and international stocks, fixed income, and government affairs. This free educational resource is designed to help investors make informed decisions about their portfolios and is available on the Charles Schwab website without requiring a login for general commentary.

Charles Schwab offers a satisfaction guarantee for its brokerage and banking services. If you are not completely satisfied for any reason, at your request, Schwab or Schwab Bank will refund any eligible fee or commission. This commitment to client satisfaction is part of Schwab's service standard and subject to specific terms and conditions.

Charles Schwab offers a satisfaction guarantee to its clients. If for any reason you are not completely satisfied, Schwab will refund any eligible fee or commission at your request. This guarantee reflects the company's commitment to client service and accountability across its various investment products and services.

If you are not completely satisfied for any reason, at your request Charles Schwab and Co. Inc. or Charles Schwab Bank will refund any eligible fee or commission. This offer is valid for Charles Schwab and Co. Inc. and Charles Schwab Bank clients subject to terms and conditions.

Online trades of stocks and ETFs listed on U.S. exchanges are commission-free at Charles Schwab. This applies to trades placed through a Schwab brokerage account and is subject to standard terms and conditions. No expiration date is specified.

Access a wide range of free educational articles, videos, and expert market commentary focused on retirement income, tax strategies, and legacy planning.

Utilize free online retirement calculators and planning tools provided by Charles Schwab to help manage your portfolio and income during retirement.

Open a Charles Schwab account to access various investment products, trading platforms, and research tools to help manage your financial future.

If you are not completely satisfied for any reason, at your request Charles Schwab will refund any eligible fee or commission.

If you are not completely satisfied for any reason, Charles Schwab will refund your fee or commission at your request. This applies to eligible fees, commissions, or other charges to your account.

If you are not completely satisfied for any reason, at your request, Charles Schwab & Co., Inc. or Charles Schwab Bank, S.S.B. will refund any eligible fee or commission. This guarantee applies to accounts at Schwab and is subject to certain conditions and limitations.

If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. or Charles Schwab Bank, SSB will refund any eligible fee or commission. This guarantee is part of Schwab's commitment to client satisfaction across its brokerage and banking services.

If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. or Schwab Bank will refund any eligible fee or commission. This guarantee applies to accounts at Schwab and Schwab Bank and covers eligible fees or commissions.

If you are not completely satisfied for any reason, Charles Schwab will refund any eligible fee, commission, or charge to your account. This guarantee applies to brokerage and banking services provided by Schwab and its affiliates, ensuring a high level of service for investors.

If you are not completely satisfied for any reason, at your request, Charles Schwab will refund any eligible fee or commission. This guarantee applies to accounts held at Charles Schwab & Co., Inc. and Schwab Bank.

Access a free collection of five detailed articles and learning resources focused on retirement income planning, including withdrawal strategies, portfolio management, and overcoming income challenges.

Charles Schwab provides a full range of brokerage, banking, and financial advisory services. New and existing clients can open various account types including Brokerage, IRAs, 401k Rollovers, and Schwab Bank Checking to manage their financial future.

Use this interactive Health Savings Account calculator to help see how much your HSA could be worth over time. It allows you to fine-tune your account strategy by seeing the impact of changing your contribution amounts.

Schwab offers $0 commission for online listed stocks, ETFs, and base options trades. Note that standard online $0 commission does not apply to over-the-counter (OTC) equities, transaction-fee mutual funds, futures, fixed-income investments, or trades placed directly on a foreign exchange or in the Canadian market.

Access the comprehensive Charles Schwab tax planning guide to learn about tax-smart strategies and ways to manage your tax liability more effectively.

Receive professional assistance and guidance on managing estate assets. Charles Schwab offers resources and services to help individuals navigate the complexities of estate planning and inheritance management.

Utilize free financial tools provided by Charles Schwab, including the Schwab Retirement Calculator and the Roth vs. Traditional IRA Calculator, to help evaluate and plan your retirement strategy.