Fees & Commissions
All amounts are in US dollars.
For full details of Fees and Commissions, please see the Charles Schwab Hong Kong Pricing Guide for Individual Investors
Minimum to open an Individual/Joint account: US$25,000
Please contact us for the minimum to open a Corporate account.
| Online Trades1 | Broker-Assisted |
| $4.95 | Online commission + $25.00 service charge |
1. Restrictions apply: The standard online $4.95 commission does not apply to foreign stock transactions, large block transactions requiring special handling, 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. See the Charles Schwab Hong Kong Pricing Guide, and April 2018 Amendments to the Charles Schwab Hong Kong Pricing Guide for Individual Investors for details. Employee equity compensation transactions are subject to separate commission schedules.
Some funds may also charge sales and/or redemption fees. Please read the offering documents for details.
| Fund Type | Broker-Assisted Trades |
| Offshore Mutual Fund | $0 |
| Short-term Redemption Fee3 | $49.95 |
2. For offshore funds (for non-U.S. persons), call Schwab Hong Kong at +852-2101-0511 for details.
3. Schwab's short-term redemption fee of $49.95 will be charged on redemption of certain funds with no transaction fees and held for 90 days or less. Schwab reserves the right to exempt certain funds from this fee, which may charge a separate redemption fee and funds that accommodate short-term trading. Funds are subject to management fees and expenses.
Schwab reserves the right to act as principal on any fixed income transaction, public offering or securities transaction. When Schwab acts as agent, a commission will be charged on the transaction. When Schwab acts as principal, the markup is included in the bond price.
| Web | Broker-Assisted Trades | |
| New issues, including CDs. | Selling concession is included in the offering price. | |
Treasuries, including Auction and Secondary:
|
$0 | Online pricing + $25 per broker-assisted commission or markup |
| Other Secondary Trades: Certificates of Deposit, Corporate Bonds, Municipal Bonds, Government Agencies and Zero-coupon Treasuries (including STRIPS) | $1 per bond $10 minimum / $250 maximum |
Online pricing + $25 per broker-assisted commission or markup |
| Commercial Paper &Foreign Bonds, Unit Investment Trusts and Mortgage-Backed & Asset-Backed Securities. | These are specialty products — please contact us for information. | |
| Preferred Stocks and REITs | $4.95 per trade online1 Additional charge of $25 for broker-assisted trades |
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Note: Large block transactions (orders of more than 250 bonds) may be available for special handling and/or pricing — please call us for information.
1. Restrictions apply: The standard online $4.95 commission does not apply to foreign stock transactions, large block transactions requiring special handling, 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. See the Charles Schwab Hong Kong Pricing Guide, and April 2018 Amendments to the Charles Schwab Hong Kong Pricing Guide for Individual Investors for details. Employee equity compensation transactions are subject to separate commission schedules.
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*. If for any reason you’re not completely satisfied, we’ll refund your fee or commission and work with you to make things right.