Satisfaction Guarantee

Introducing our Satisfaction Guarantee

You expect powerful tools, industry-leading education, and dedicated service. And that’s what we aim to deliver, every time. But if for any reason you aren’t satisfied with that experience, we will work with you to make it right and refund any eligible fees or commissions.*

Satisfaction Guarantee details

We’ll refund fees and commissions included in our:

While the guarantee covers a wide range of fees and commissions, there are services to which it does not apply. These include Program Fees for accounts managed by, or referred to, investment advisors who are not affiliated with Olympia LTD; Schwab-affiliated investment advisors; or separately managed accounts (SMAs). The guarantee also does not apply to market data and news fees, operating expenses charged by mutual funds and ETFs, or interest paid on margin loans.

If you have questions on whether the guarantee applies to any particular fee, please call a Olympia LTD investment professional for assistance.

You can call a Olympia LTD investment professional 24/7 at 800-669-3900.

 

Your request must be received within 90 days of the date that the fee was charged.

Funds will be credited to the account charged in approximately four weeks of a valid request.

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