Charles Schwab Franchise Disclosure Documents

Available Charles Schwab franchise disclosure document(s) (FDD's) are listed below. The Charles Schwab FDD is a federally mandated document that requires Charles Schwab to disclose 23 key items in easy-to-understand language. The FDD typically runs hundreds of pages long and contains critical information you should consider when researching a franchise.

Franchise Business: The Franchise Branch Owner (“FBO”) will operate a branch office (“Franchise Branch”) of Charles Schwab & Co., Inc., a registered broker-dealer and investment ®adviser, under the Charles Schwab trade name and logo and offer retail…

Available Documents

Charles Schwab

2026 Franchise Disclosure Document (FDD)

April 2026

$99.00

Charles Schwab

2025 Franchise Disclosure Document (FDD)

April 2025

$99.00

Charles Schwab

2024 Franchise Disclosure Document (FDD)

March 2024

$99.00

Charles Schwab

2023 Franchise Disclosure Document (FDD)

March 2023

$99.00

Charles Schwab

2022 Franchise Disclosure Document (FDD)

March 2022

$99.00

Charles Schwab

2021 Franchise Disclosure Document (FDD)

March 2021

$99.00

Charles Schwab

2020 Franchise Disclosure Document (FDD)

March 2020

$99.00

Charles Schwab

2019 Franchise Disclosure Document (FDD)

March 2019

$99.00

Charles Schwab

2018 Franchise Disclosure Document (FDD)

March 2018

$99.00

Charles Schwab

2017 Franchise Disclosure Document (FDD)

March 2017

$99.00

Charles Schwab

2016 Franchise Disclosure Document (FDD)

March 2016

$99.00

Note: Purchased FDDs are available for immediate download. The $99 Document Processing Fee covers acquisition, storage, organization, and digital delivery of the FDD document.