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Our Client Relationship Summaries offer a brief summary of our services, fees, và obligations when we work with you in a broker-dealer or an investment advisory relationship. Learn more at >

We encourage your questions.

Here are answers to some top questions from investors lượt thích you:

What is the Security Guarantee?

Under the Security Guarantee, will cover 100% of any losses in your accounts due to unauthorized activity. Read more at

How much does it cost khổng lồ work with$0 online listed stock, option, and ETF trade commissions1,2Thousands of non-load, no-transaction-fee mutual funds3No charge to lớn work with a Financial Consultant (other tài khoản fees, fund expenses, & brokerage commissions may apply)

*See all our pricing

There are certain eligibility requirements for working with a dedicated Financial Consultant.

1. Standard online $0 commission does not apply lớn 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. Options trades will be subject khổng lồ the standard $0.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Exchange process, ADR, and Stock Borrow fees still apply. See the Charles Pricing Guide for Individual Investors for full fee và commission schedules.

There are no fees to xuất hiện or maintain your account. Other account fees, fund expenses, và brokerage commissions may apply.

How vày I xuất hiện an account?

You can xuất hiện an tài khoản online, by phone, or in one of over 300 branches.Click here to open an tài khoản online in about 10 minutes.

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Choose your trương mục type.Complete an application.Get started funding & investing.

Or gọi us at 800-435-4000 or find a branch.

What kind of investment products does offer? offers a wide selection of investment products lớn help you build a diversified portfolio and reach your goals. 

How easy is it lớn switch brokerage providers?

Moving your existing account to a new brokerage firm may seem daunting, but makes the process easy:

Use our online account transfer tool khổng lồ initiate the process và monitor progress.View & access your assets in your account.

Need help? Our trương mục transfer specialists can assist you every step of the way.Call us at 800-435-4000.Click here to xuất hiện a account or log in khổng lồ begin the transfer process.

Why should I ngân hàng with Bank?

Open a ngân hàng High Yield Investor Checking tài khoản or learn more.