Mar 15 2018

Roth IRA: Open a Roth IRA in as little as 15 Minutes

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Roth IRA

1. See the Charles Schwab Pricing Guide for Individual Investors (“the Guide”) and any amendments to the Guide for comprehensive details on fees.

2. The $1,000 minimum required to open an account is waived if you set up an automatic monthly transfer of $100 through direct deposit or Schwab MoneyLink.

3. Restrictions apply: The $ 4.95 commission does not apply to foreign stock transactions, large block trading transactions requiring special handling, or restricted stock transactions. All broker-assisted and automated phone trades are subject to service charges. See the Charles Schwab Pricing Guide for details. Employee equity compensation transactions are subject to separate commission schedules.

4. Restrictions apply: Online trades of Schwab ETFs™ are commission-free at Charles Schwab Co. Inc. (member SIPC), while trades of third-party ETFs are subject to commissions. Broker-assisted and automated phone trades are subject to service charges. A minimum $1,000 deposit is required to open most Schwab brokerage accounts. Waivers may apply. See the Charles Schwab Pricing Guide for details. All ETFs are subject to management fees and expenses.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with The Charles Schwab Corporation or any of its affiliates.

This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends that you consult with a qualified tax advisor, CPA, financial planner, or investment manager.

Individual Retirement Account is rated 4.2 out of 5 by 654.

Rated 1 out of 5 by not pleased from Schwab failed to perform as promised Because the Transfer Team failed to sign and return the document as promised in the time promised, i am unable to file for my retirement in a timely manner. By thus preventing me filing, i am likely to lose my first month’s pension check. I am one furious client!

Date published: 2017-05-28

Rated 5 out of 5 by Anonymous from

Date published: 2017-05-27

Rated 5 out of 5 by SF GIANTS from One VERY minor shortcoming. I wish price changes for stocks from prior day were available until later in the morning. I know this is a very minor point, but I usually don’t look at price changes for the same days trading and sometimes like to see this the next morning. They set back to zero when I look at them, usually around 7:00-7:30 A.M.

Date published: 2017-05-23

Rated 5 out of 5 by Richard H from IRA Acct – great to deal with Schwab 5/23/17 I have had my IRA with Schwab for over 20 years. Schwab always is easy to deal with, buy sell stocks, mutual funds ETF’s, and to make annual contributions. Schwab definitely gets 5-stars. Richard H. Ocala, FL

Date published: 2017-05-23

Rated 5 out of 5 by Chip from

Date published: 2017-05-23

Rated 5 out of 5 by Davidh from

Date published: 2017-05-23

Rated 5 out of 5 by Sherman707 from Great Research Tools I have always been impressed with Schwab’s investment research tools on their website and hope they continue to offer the variety and multitude of tools.

Date published: 2017-05-23

Rated 4 out of 5 by Tubes from

Date published: 2017-05-22

  • Individual Retirement Account Reviews – page 2
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