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
Charles Schwab
2025 Franchise Disclosure Document (FDD)
April 2025
Charles Schwab
2024 Franchise Disclosure Document (FDD)
March 2024
Charles Schwab
2023 Franchise Disclosure Document (FDD)
March 2023
Charles Schwab
2022 Franchise Disclosure Document (FDD)
March 2022
Charles Schwab
2021 Franchise Disclosure Document (FDD)
March 2021
Charles Schwab
2020 Franchise Disclosure Document (FDD)
March 2020
Charles Schwab
2019 Franchise Disclosure Document (FDD)
March 2019
Charles Schwab
2018 Franchise Disclosure Document (FDD)
March 2018
Charles Schwab
2017 Franchise Disclosure Document (FDD)
March 2017
Charles Schwab
2016 Franchise Disclosure Document (FDD)
March 2016
Note: Purchased FDDs are available for immediate download. The $99 Document Processing Fee covers acquisition, storage, organization, and digital delivery of the FDD document.
