Schwab Thinkorswim Satisfaction Guarantee and Refund Policy

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Schwab Thinkorswim Satisfaction Guarantee and Refund Policy

Schwab Satisfaction Guarantee Overview

At Schwab, every investor is entitled to work with a firm they can trust, backed by a satisfaction guarantee. If for any reason a customer is not completely satisfied, Schwab commits to refund any eligible fees or commissions associated with their concern. This guarantee is a testament to Schwab's dedication to customer satisfaction, a rare promise that sets them apart in the industry.

Eligible Fees Covered

The Schwab Satisfaction Guarantee covers two types of fees: Program Fees for participating services like Schwab Wealth Advisory, Managed Portfolios, Intelligent Portfolios Premium, and Managed Account Connection; and commissions and fees listed in the Charles Schwab Pricing Guide for Individual Investors or the Charles Schwab Bank Pricing Guide. It's essential to consult the disclosure brochure for the Participating Service for detailed information on Program Fees and criteria for eligibility.

Refund Process and Timeline

Current clients can request a refund within 90 days of the charged fee. Upon a valid request, refunds are typically credited to the account within approximately four weeks. It's important to note that only fees directly related to the concern will be refunded. Other charges, expenses, or market losses are not covered by the guarantee. Schwab ensures that clients receive their refund promptly and accurately.

Additional Information and Restrictions

The Schwab Satisfaction Guarantee is designed to provide clients with peace of mind regarding their fees and commissions. However, there are certain restrictions to keep in mind. The guarantee is exclusive to current clients and applies only to the account charged. Market losses or additional expenses beyond the stated fees are not refundable. Schwab retains the right to modify or terminate the guarantee at its discretion.

Contact Information and Support

For any questions or refund requests under the Satisfaction Guarantee, clients can reach out to Charles Schwab & Co., Inc., Charles Schwab Bank, or another Schwab affiliate, as appropriate. Whether clients require more information on eligible fees, the refund process, or have general inquiries, the dedicated support at Schwab is readily available to assist clients and ensure their satisfaction.

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