USAA and Schwab
USAA is here for you at every stage of your financial life, and that's why we've chosen Schwab as a trusted investment provider. Schwab shares our commitment to meeting your needs and championing your financial goals with integrity.
For more than 50 years, Schwab has been there for investors. Like USAA, they're built around a simple idea to put the client first. Schwab works to keep clients at the heart of everything they do by offering a better, more modern way to build and manage wealth. At Schwab, it's all about you. They have one mission – to help you reach your financial goals. Whatever comes your way today, Schwab will always be invested in your tomorrow.
What Schwab can do for you
Whether you're just getting started or have a well-established portfolio, you can choose how you want to invest. Are you new to investing? Schwab offers the tools, information, and personalized support to help you get started. Are you already investing and want to build wealth? You'll find a range of account types and investment products to expand your portfolio.
Why Schwab?
Schwab combines the best of what people and technology have to offer to make investing easier and more accessible. They're committed to providing you with access to high quality products, services, and insights – all for some of the lowest costs in the industry
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Low Cost and Transparent Fees
- $0 commissions for online, listed equity tradesSee note1
- $0 account minimums
- $0 account maintenance fees
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Satisfaction Guaranteed
- If for any reason you're not satisfiedSee note2, they'll refund your fee or commission
- You won't find that kind of promise everywhere, but you'll find it at Schwab
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24/7 Support
- Get financial help anytime, plus access to convenient support from more than 300 branches across the nation.
Support for the military
Schwab has a reputation for helping the military community. They continue to be recognized for recruiting and training veterans who join or rejoin the workforce.
U.S. Veterans Magazine has recognized Schwab as a "Best of the Best" employer for eight years in a row, and Military Times EDGE magazine named Schwab a "Best for Vets Employer.
Get easier access to your investment accounts.
Do you want to see your Schwab and USAA accounts in one place? You can link your Schwab accounts to USAA and view them anytime you log on to the USAA Mobile App or usaa.com. You can also go straight to schwab.com – with no additional logon required. It's simple and secure.
Important Information from USAA Investment Services Company (ISCO):
Review our relationship with you in our Relationship Summary Opens in New Window.
ISCO is not a client of Schwab. ISCO is compensated by and has an incentive to promote Schwab. However, these costs are not passed on to USAA members. Download USAA's Referral Arrangement Disclosure Opens in New Window.
Important Information from Schwab:
Investors should consider carefully information contained in the prospectus, or if available, the summary 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.
Learn more about USAA Investment Services Company Opens in New Window or Charles Schwab Opens in New Window on FINRA's BrokerCheck website.