Real insight. No obligation.
AARP® | Financial Guidance Services provided by Charles Schwab provides AARP members program benefits to help make more informed financial decisions.
Complimentary Financial Consultation
Take advantage of a complimentary financial consultation.
Even if you're working with another financial firm, why not talk with someone new? During your complimentary financial consultation, a Schwab Financial Consultant will:
- Discuss your most pressing retirement questions
- Review your current goals and strategies
- Talk about new approaches to consider
Call Schwab at 877-310-7470 to sign up for your complimentary financial consultation. Please have your AARP membership number available when you call.
Complimentary One-Year Subscription to On Investing® Magazine
As an AARP member you can also sign up for a complimentary one-year subscription to On Investing® magazine. It's packed with articles designed to help you make you make smarter investing decisions.
Charles Schwab & Co. Inc. ("Schwab") offers certain financial guidance services to eligible AARP members (the "Program"). Schwab is an independent registered broker-dealer not affiliated with AARP or any of its affiliates. All brokerage services are performed by Schwab. AARP endorses the Program, but is not a registered broker-dealer and does not provide brokerage services or financial advice and cannot recommend or endorse specific investments in connection with the Program. For the first new account opened at Schwab by an AARP member, Schwab pays AARP a one-time royalty fee for the use of AARP intellectual property (name, logo and mailing list). These fees are used for the general purpose of AARP and do not increase any fees, commissions, charges, or expenses paid by you to Schwab. Please contact Schwab directly for details.
A Complimentary Financial Consultation is limited to one per AARP member with a valid AARP number who is a legal U.S. resident. During the Complimentary Financial Consultation, specific advice and recommendations are limited to assets held at Schwab by clients with an existing Schwab retail brokerage account. Examples may be provided of the advice and recommendations that might be offered if outside assets were transferred to Schwab, however such information is for educational purposes only. The financial consultation is complimentary, though the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.
The complimentary On Investing subscription offer is a one-year subscription and is limited to one per household and only to an AARP member with a valid AARP number who is a legal U.S. resident. No purchase is required. Certain services and products discussed in the magazine are only available to Schwab clients.
These offers are subject to change and may not be combined with any other offers.
Charles Schwab & Co., Inc. is a member of SIPC
Real guidance. Real savings.
In addition to the guidance you can recieve from Schwab; AARP members who become Schwab clients may be eligible to receive discounts on select products and services.
Enjoy a 20% discount on financial planning services.
Schwab professionals can work with you to develop a comprehensive, step-by step action plan designed to help you meet your financial goals.
Get a one-year program fee rebate on a Schwab Managed Portfolios™–Mutual Funds1
Get help simplify investing by researching, selecting, and managing a diversified portfolio based on your goals and comfort level.
Call 877-310-7470 to speak with a Schwab professional to learn more. Please have your AARP membership number available when you call.
Charles Schwab & Co. Inc. ("Schwab") offers certain financial guidance services to eligible AARP members (the "Program"). Schwab is an independent registered broker-dealer not affiliated with AARP or any of its affiliates. All brokerage services are performed by Schwab. AARP endorses the Program, but is not a registered broker-dealer and does not provide brokerage services or financial advice and cannot recommend or endorse specific investments in connection with the Program. For the first new account opened at Schwab by an AARP member, Schwab pays AARP a one-time royalty fee for the use of AARP intellectual property (name, logo and mailing list). These fees are used for the general purpose of AARP and do not increase any fees, commissions, charges, or expenses paid by you to Schwab. Please contact Schwab directly for details.
AARP members with a valid AARP number who are legal U.S. residents with an existing Schwab retail brokerage account may be eligible to receive a 20% discount off the onetime fee for a Schwab Personal Financial Plan, a Schwab Retirement Consultation and/or a Schwab Equity Compensation Consultation. This discount is not available in conjunction with any other Financial Planning Services reduced pricing discount.
Please read the Schwab Financial Planning Services Disclosure Brochure for important information about these services. These financial planning services are investment advisory services separate from your brokerage account. If you choose to have a plan prepared for you, it is your responsibility to determine if and how the information in the plan is to be implemented. If you choose to implement through Schwab, Schwab will act as a broker-dealer, not an investment advisor, and will not exercise investment discretion over your brokerage account(s).
The Schwab Managed Portfolios™ - Mutual Funds ("SMP-MF") program fee rebate is limited to an AARP member with a valid AARP number who is a legal U.S. resident and is not available to clients who are currently invested in SMP-MF or who previously received a SMP-MF program fee rebate. This offer is extended to all retail brokerage accounts in such member's household based on household definition. Please see the Charles Schwab Pricing Guide for Individual Investors for information about householding guidelines. This offer does not apply to brokerage accounts held with independent investment advisors at Schwab. There may be certain benefits, services and discounts made available to clients through Schwab, Schwab Bank and their affiliates that are not available with this offer due to regulatory and household asset requirements. Please contact Schwab directly for additional details about features and benefits.
The Schwab Managed Portfolios™ - Mutual Funds program fee rebate is effective for one year following the date of account establishment. No other fees, commissions, charges, expenses (including operational expenses of the underlying funds) or market losses related to your SMP-MF account(s) or any other account at Schwab will be rebated. After the one-year rebate period, the then-current program fee for SMP-MF will accrue and be billed to your account(s). Please read the Schwab Managed Portfolios™ Disclosure Brochure for important information about SMP-MF. This offer is subject to satisfaction of Schwab's qualification requirements for SMP-MF, and, for new accounts, account acceptance by Schwab. Portfolio management for SMP-MF is provided by Charles Schwab Investment Advisory, Inc., an affiliate of Schwab.
These offers are subject to change and may not be combined with any other offers.
Charles Schwab & Co., Inc. is a member of SIPC
1 AARP does not endorse the Schwab Managed Portfolios™ - Mutual Funds or the guidance and|or potential advice provided therein.
Schedule Consultation
Call Schwab at 1-877-310-7470 to schedule a complimentary financial consultation and talk about the retirement you have in mind.
Charles Schwab & Co. Inc. ("Schwab") offers certain financial guidance services to eligible AARP members (the "Program"). Schwab is an independent registered broker-dealer not affiliated with AARP or any of its affiliates. All brokerage services are performed by Schwab. AARP endorses the Program, but is not a registered broker-dealer and does not provide brokerage services or financial advice and cannot recommend or endorse specific investments in connection with the Program. For the first new account opened at Schwab by an AARP member, Schwab pays AARP a one-time royalty fee for the use of AARP intellectual property (name, logo and mailing list). These fees are used for the general purpose of AARP and do not increase any fees, commissions, charges, or expenses paid by you to Schwab. Please contact Schwab directly for details.
A Complimentary Financial Consultation is limited to one per AARP member with a valid AARP number who is a legal U.S. resident. During the Complimentary Financial Consultation, specific advice and recommendations are limited to assets held at Schwab by clients with an existing Schwab retail brokerage account. Examples may be provided of the advice and recommendations that might be offered if outside assets were transferred to Schwab, however such information is for educational purposes only. The financial consultation is complimentary, though the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.
This offer is subject to change and may not be combined with any other offers.
Charles Schwab & Co., Inc. is a member of SIPC
