Essential questions every investor should ask
Challenge yourself and your broker to determine if you're on the right path, and with the right person.
- What are my broker's recommendations based on?
- What are all the fees and commissions I'm paying, and how do they impact my returns?
- Does my broker encourage me to be actively involved in my investment strategy?
- Do I understand how my broker is compensated?
- Do I feel completely comfortable discussing my personal situation with my broker?
- Is my broker part of a larger team of investment professionals at the firm where other people can help me?
- Do I understand the progress I'm making toward my goals?
- Do I get the level of attention I want from my broker?
- Does my broker discuss the risks in my investment portfolio?
Have more questions? We're here to help.
Send applications, deposits, and other materials to:
Charles Schwab & Co., Inc.
Attn: International Operations
1945 Northwestern Drive
El Paso, TX 79912-1108, USA