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Charles Schwab - Taxable brokerage

Charles Schwab Schwab Starter Kit

Schwab lists a Starter Kit offer that credits $50 to buy fractional shares of the top five stocks in the S&P 500 by market capitalization.

Offer value details

Schwab lists a Starter Kit offer that credits $50 to buy fractional shares of the top five stocks in the S&P 500 by market capitalization.

Qualification requirements

Open a Schwab One individual taxable retail brokerage account through the Starter Kit offer and deposit at least $50 in outside assets within 30 days of enrolling.

Fees and costs

Schwab lists $0 online equity trade commissions, but other trading, service, and account fees can apply.

Availability

Only eligible new customers qualify. Other account types do not qualify for the Starter Kit promotion.

What to verify

  • Fractional stock positions can lose value.
  • The selected stocks are determined by Schwab's top-five S&P 500 market-cap process.
  • Bonus value may be tax reportable.

Confirm current provider terms

Rates, rewards, fees, qualification rules, eligibility, and deadlines can change. Review the provider terms before applying.