Schwab Mobile: Invest & Trade

Schwab Mobile brings investing, stock trading, and everyday money management together in one app. Research stocks, track your portfolio, and move money wherever you are.

Invest and trade
• Trade stocks, exchange-traded funds (ETFs), options, and mutual funds with a Trade Ticket that fills in relevant details as you build your order.
• Find investor education in Schwab videos, podcasts, and articles covering investing and trading.
• Use market research tools—including real-time quotes, interactive charts, breaking market news, and Schwab insights—to inform your investing and trading decisions.
• Explore Schwab Investing Themes™ to find groups of stocks built around trends and ideas that interest you.
• Explore option chains and build watchlists to follow stocks and other investments that interest you.
• $0 online commissions on listed stock, ETF, and options trades (plus $0.65 per contract for options).
Keep tabs on your finances
• View your Schwab brokerage and bank accounts alongside linked external accounts.
• Check balances, positions, and investment income across your accounts.
• Customize the app to keep the financial information you use most within reach.
• If you joined Schwab from TD Ameritrade, you can access historical brokerage statements, trading history, and tax documents in the app.
Move money
• Transfer money between Schwab accounts or link an external account to move funds.
• Use mobile check deposit to deposit checks into eligible Schwab brokerage, retirement, and Schwab Bank accounts using your phone's camera.
• Sign in with fingerprint, facial recognition, or a passcode.
Track your retirement savings
• Monitor the balance, positions, and investments in your Schwab IRA on the go.
• If you rolled an old 401(k) into a Schwab Rollover IRA, view that account alongside your other Schwab accounts.


Investment and Insurance Products: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • No Bank Guarantee • May Lose Value

Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.

Android, Google Play, and Google Pay are trademarks of Google Inc. Use of these trademarks are subject to Google Permissions.

Schwab Mobile requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and your mobile connection limitations. Functionality may vary by operating system and/or device.

Schwab Mobile Deposit service is subject to certain eligibility requirements, limitations, and other conditions. Enrollment is not guaranteed and standard hold policies apply. Mobile carrier data charges may apply. (http://content.schwab.com/mobile/mobile-deposit.html)

Standard online $0 commission does not apply to 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 to the standard $0.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Industry fees, ADR, and Stock Borrow fees still apply.

See the Charles Schwab Pricing Guide for Individual Investors for additional details. (https://www.schwab.com/legal/schwab-pricing-guide-for-individual-investors)

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Call Schwab at 1-800-435-4000 for a current copy

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