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Charles Schwab - Taxable brokerage

Charles Schwab Schwab Starter Kit

Schwab credits a $50 cash bonus, then schedules five $10 fractional-share orders in the S&P 500 stocks with the largest market capitalizations at order time unless the client cancels during the listed overnight window and keeps the cash.

Offer value details

Schwab credits a $50 cash bonus, then schedules five $10 fractional-share orders in the S&P 500 stocks with the largest market capitalizations at order time unless the client cancels during the listed overnight window and keeps the cash.

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 One has a $0 minimum and online NMS equity trades list $0 commissions. The April 2026 pricing guide lists $50 for a full outbound asset transfer and $0 for a partial transfer; trading, activity, service, wire, and other fees can apply.

Availability

Available to U.S. residents who are new Schwab clients with no Schwab account other than a Stock Plan Services account. Only an individual Schwab One taxable retail brokerage account qualifies.

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.
  • The five-stock allocation is concentrated, fractional shares have limited voting rights, and nontransferable fractions are liquidated at prevailing prices.
  • 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.