Advisor Services Ultra High Net Worth Program Details

The associated benefits of the Advisor Services Ultra High Net Worth program are made available by Charles Schwab & Co., Inc. ("Schwab") according to business criteria that may change at any time at Schwab's sole discretion without notice. Households are enrolled in the program for a minimum of 12 months before being evaluated for ongoing program eligibility. A household must maintain sufficient qualifying assets to remain in the program. Clients within a household are subject to the household's enrollment period and may not be enrolled for a full 12 months if the household they are included in was previously enrolled in the program.

Advisor Services clients who have more than 10 million dollars in qualifying assets at Schwab automatically get access to these services and benefits.

Qualifying household assets

Advisor Services Ultra High Net Worth Client qualifying household assets are based on Schwab brokerage and Schwab Bank combined account balances, including:

a) Brokerage accounts in which the client(s) is an owner, trustee, or custodian;

b) Bank accounts in which the client(s) is an owner or trustee: checking and savings;

c) Non-Retirement Business Corporation, LLC, Partnership, and Sole Proprietorship accounts may be eligible depending on the client's ownership and role

Whenever you open a new account, we automatically search for and link qualified accounts of persons with the same last name at the same home address, including accounts held at certain Schwab affiliates. Once all your household's account balances and activities are combined, you and your qualified family members may qualify for certain discounts, fee waivers, or other benefits that can come with some of our products and services.

Qualified family members include spouses, domestic partners, parents, stepparents, children, stepchildren, siblings, stepbrothers, stepsisters, grandparents, grandchildren, and their spouses. If you believe our automatic linking process may have missed an account within your household, including relatives with different last names, please contact your Independent Financial Advisor or Schwab Alliance.

International Clients

Not all products, services, or investments are available in all countries. Nothing on this website is intended for residents of a particular country, nor is the information provided an offer to sell or a solicitation of an offer to buy securities, products or services, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.

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.