Charles Schwab, U.K., Limited

Charles Schwab, U.K., Limited
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INVESTING

Start investing today and earn 50 commission-free online trades >

    Schwab’s expertise can help you get the most from your U.S. investments.

    EXPERIENCE

    Trade with a Fortune 500 company that has over 40 years of U.S. market experience.

    ACCESS AND SUPPORT

    Invest in the U.S. market with intuitive tools and personal assistance.

    VALUE

    Get more for less with US$4.951 online equity trades backed by a Satisfaction Guarantee.2

    U.S. MARKET EDUCATION

    Deepen your understanding of U.S. investing with educational workshops designed specifically for international investors.

    We believe that asking questions can be the first step towards investing success.

    Ready to Start
    • Minimum to open an individual or joint account is US$25,000. There is no charge to work with a Schwab Financial Consultant. Although other account fees, fund expenses, and brokerage commissions may apply, we believe in keeping our fees low as a way to provide greater value to you. We strive to keep fees low so that you have more to invest.

      Get details about our fees and commissions.

    • Satisfaction Guarantee:
      At Schwab, we believe every investor deserves to work with a firm they can count on. Our commitment is backed by a guarantee.2 If for any reason you’re not completely satisfied, we’ll refund your fee or commission and work with you to make things right.

    • To apply for a Schwab U.K. account, simply prepare the required supporting documents and go through the online account opening process. Once the account is opened with your fund deposit, you can set up your online access and start investing.

      To get started, open your account here or call +44 20 3795 2704.

    • Schwab U.K. clients typically pay no U.S. capital gains on U.S. securities trades and their dividends from non-U.S. (offshore) sources. Current U.S. estate tax laws also provide significant advantages to foreign investors. You should consult your legal and tax advisor(s) with any questions. Here are some basics about certain U.S. tax and estate considerations that you may take into account as part of your investment decision-making process.

    • To protect your personal information from unauthorized access and use, we use security measures that comply with U.S. federal law. These measures include computer safeguards and secured files and buildings. The Schwab Security Guarantee is our commitment to cover 100% of any losses in any of your Schwab accounts due to unauthorized activity. To learn more about security at Schwab, please visit SchwabSafe.

    What We Offer
    • We provide access to the U.S. market to help international investors take advantage of investment opportunities with a variety of products, including:
      Stocks & Options
      ADRs
      ETFs
      Fixed Income

    • Trading with Schwab means getting the innovative tools, premium insights, robust education, and specialized support—all of which help give you what you need to make informed and timely trading decisions. And all with no trade minimums or platform fees (other account fees, fund expenses, and brokerage commissions may apply; see our pricing guide for details).

      Trade with powerful web, software, and mobile trading platforms featuring advanced tools that are intuitive to use.

    • Schwab offers financial education specially designed for its clients. Our in-person events and live webinars are designed to help clients learn more about topics around U.S. investing. We also offer regular updates and insight into the state of the U.S. market. Use these resources to improve your investing knowledge and enhance your trading skills.

      View our available workshops and webinars.

    How We Help Investors
    • At Schwab, we believe in putting investors first. We’re here to help non-U.S. investors get the most out of their U.S. investments.

      The U.S. is home to the world’s largest financial market.* Our financial consultants, tools, and resources are all available to provide insight into American market trends. Together, we can help you understand the U.S. market in an effort to help you achieve your financial goals.

      Explore more about Schwab’s commitment to international investors.

      *Source: World Federation of Exchanges. Data as of December 31, 2017. Based on market capitalization.

    • Stay up to date with Market Insights—a collection of in-depth daily U.S. market news plus commentary and insights from Schwab market experts.

    • Schwab was built around a simple purpose: champion every client’s goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life. Whatever your individual needs are, you'll find services tailored for foreign investors right here at Schwab.

    • As an American living outside the U.S., Schwab aims to make your financial transition as smooth as possible. Below are a few ways we can help you invest in U.S. markets and manage your account while living abroad.

      • Professional support to help guide you through the account opening process and answer your questions
      • An international wire team to facilitate currency exchanges and money movement
      • Competitive rates of exchange when moving into or out of U.S. dollar with other major currencies
      • All accounts are U.S.-domiciled dollar accounts, which can simplify your U.S. tax reporting
      • Clear online reporting and a 1099 form to help your IRS filing

      Explore more information on Schwab’s services for U.S. expats.

    • Schwab U.K. clients are covered by Securities Investor Protection Corporation (SIPC). In addition, Schwab offers extra coverage and employs additional security measure to protect clients’ assets.

      Explore more for more details and information on additional protection.

    Don’t see the answer you need?

    Ask a Question or call us at

    +44 20 3795 2704 (outside the U.K.)

    0800 917 1039 (inside the U.K.)

    Let’s take the next step together.

    Open an Account

    Learn about investing in the U.S. market.

    Schwab offers free financial education designed for international clients.

    Browse Workshops

    Investing in U.S. securities is not without risk. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Please read this important information.

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    Own Your Tomorrow

    1. Restrictions apply: The standard online $4.95 commission does not apply to foreign stock transactions, large block transactions requiring special handling, employer negotiated commission schedules applicable to equity compensation transactions, or restricted stock transactions. Foreign ordinary shares that trade online in the U.S. over-the-counter (OTC) market and do not settle in the U.S. will have a $50 foreign transaction fee added to the cost of the transaction. All broker-assisted and automated phone trades are subject to service charges. A minimum deposit of $25,000 is required to open Schwab U.K. account. Waivers may apply. See the Charles Schwab Pricing Guide for details. Employee equity compensation transactions are subject to separate commission schedules.

    2. If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. (“Schwab”), Charles Schwab Bank (“Schwab Bank”), or another Schwab affiliate, will refund any eligible fee related to your concern within the timeframes described below. Two kinds of “Fees” are eligible for this guarantee: (1) asset-based “Program Fees” for the Schwab Private Client (“SPC”), Schwab Managed Portfolios (“SMP”), Schwab Intelligent Advisory (“SIA”), and Managed Account Connection (“Connection”) investment advisory services sponsored by Schwab (together, the “Participating Services”); and (2) commissions and fees listed in the Charles Schwab Pricing Guide for Individual Investors (“Account Fees”) or the Charles Schwab Bank Pricing Guide. Program Fee refund requests must be received no later than the next calendar quarter after the Fee was charged. Account Fee refund requests must be received within one year of the date that the Fee was charged. Program Fees are calculated as a percentage of eligible assets in Participating Service accounts. For more information about Program Fees, please see the disclosure brochure for the Participating Service, made available at enrollment or any time at your request. The Connection service includes only accounts managed by investment advisors affiliated with Schwab: Windhaven Investment Management, Inc., ThomasPartners, Inc., and Charles Schwab Investment Management, Inc. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Schwab or managed by Schwab-affiliated advisors outside of the SPC, SMP, SIA and Connection services. The guarantee is only available to current clients. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. No other charges or expenses, and no market losses will be refunded. Other restrictions may apply. Schwab reserves the right to change or terminate the guarantee at any time.

    Diversification strategies do not assure a profit and do not protect against losses in declining markets.