Insurance Banking Investing Retirement Advice Membership Log On INVESTING Invest for what's ahead. We've chosen two investment providers who share our commitment to helping you build a stronger financial future. With a full range of options, find what works for you. Charles Schwab and Victory Capital, USAA's strategic providers for investment products and services. Explore your options. Tab 1 of 6: Brokerage and Trading Tab 2 of 6: Mutual Funds Tab 3 of 6: IRAs and Rollovers Tab 4 of 6: Education 529 Plans Tab 5 of 6: Automated Investing Tab 6 of 6: Financial Planning Invest in what's right for you — stocks, bonds, mutual funds and more. Learn About a Schwab Brokerage Account At Schwab, you'll get: Low costs with $0 online equity trades, $0 account minimums and no maintenance fees. See note 1 More choices, including over 2,000 commission-free ETFs and 4,000 no-load mutual funds with no transaction fees, to easily diversify your portfolio. Excellent service featuring 24/7 customer support, over 300 branches and a satisfaction guarantee. See note 2 Open a Brokerage Account at Schwab Take on your future with the help of our trusted providers. Discover the range of investments and useful guidance that's available to you. Schwab offers members: No trade minimums, no account minimums and a satisfaction guarantee. See note 2 Options for diversifying your portfolio with a range of products, including thousands of ETFs and mutual funds. Online planning tools, calculators and advice solutions. 24/7 customer support, plus the convenience of over 300 branches. Get Started at Schwab Learn More About Schwab Victory Capital offers members: The ability to invest in USAA Mutual Funds and a USAA 529 College Savings Plan. Professionally managed investment options for as little as $50 a month. See note 3 Financial readiness resources designed for the military community. Personalized guidance from investment specialists to help you navigate your financial journey. Get Started at Victory Capital Learn More About Victory Capital You don't have to be AN EXPERT to get started Play Video: "It's never too late to invest!" (Opens Pop-up Layer) Start investing anytime. You can start investing whenever you're ready. Discover how to tailor your investment choices to stay on top of your financial goals. Read Transcript for "It's never too late to invest!" Know the 6 key investing principles. Take a look at our six key principles of investing. We believe these principles will help provide the clarity you need. Learn Investment Basics Looking to protect your income in retirement? As you approach retirement, consider an annuity from USAA Life Insurance Company/USAA Life Insurance Company of New York in order to guarantee your stable monthly income. See note 4 See note * Learn About USAA's Retirement Income Solutions Note: *An annuity is a long-term insurance contract sold by an insurance company designed to provide income, usually after retirement that cannot be outlived. There are fees, expenses and surrender charges that may apply. Important Information From Victory Capital: Consider the investment objectives, risks, charges and expenses of the USAA Mutual Funds carefully before investing. Download a prospectus or summary prospectus containing this and other information. Read it carefully before investing. Consider the investment objectives, risks, charges and expenses of the USAA 529 College Savings Plan™ (Plan) carefully before investing. Download a Plan Description and Participation Agreement (PDF) (Opens New Window) containing this and other information about the Plan from Victory Capital Services, Inc., Underwriter and Distributor. Read it carefully before investing. You should compare this Plan with any 529 Plan offered by your home state or your beneficiary's home state and consider, before investing, any state tax or other state benefits such as financial aid, scholarship funds and protection from creditors that are only available for investments in the home state's plan. Important Information From Schwab: Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing. Learn more about USAA Investment Services Company, Charles Schwab or Victory Capital Services, Inc. on FINRA's BrokerCheck website. Copyright © USAA Investments/Insurance: Not a Deposit • Not FDIC Insured • Not Bank Issued, Guaranteed or Underwritten • May Lose Value Investing involves risk, including potential loss of principal. USAA Investment Services Company (ISCO) is registered as an investment adviser in Colorado and other states where required. Note 1 The standard online $0 commission does not apply to large block transactions requiring special handling, restricted stock transactions, trades placed directly on a foreign exchange, transaction-fee mutual funds, futures, or fixed income investments. Options trades will be subject to the standard $.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Exchange process, ADR, foreign transaction fees for trades placed on the US OTC market, and Stock Borrow fees still apply. See the Charles Schwab Pricing Guide on www.schwab.com for Individual Investors for full fee and commission schedules. Note 2 If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. ("Schwab"), Charles Schwab Bank ("Schwab Bank"), or another Schwab affiliate, as applicable, will refund any eligible fee related to your concern within the timeframes described below. Two kinds of "Fees" are eligible for this guarantee: (1) Program Fees" for the Schwab Private Client ("SPC"), Schwab Managed Portfolios ("SMP"), Schwab Intelligent Portfolios Premium ("SIP Premium"), and Managed Account Connection ("Connection") investment advisory services sponsored by Schwab (together, the "Participating Services"); and (2) commissions and fees listed in the Charles Schwab Pricing Guide for Individual Investors ("Account Fees") or the Charles Schwab Bank Pricing Guide. Program Fee refund requests must be received no later than the next calendar quarter after the Fee was charged. Account Fee refund requests must be received within one year of the date that the Fee was charged. For more information about Program Fees, please see the disclosure brochure for the Participating Service, made available at enrollment or any time at your request. The Connection service includes only accounts managed by Charles Schwab Investment Advisory, Inc., an affiliate of Schwab. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Schwab or managed by Schwab-affiliated advisors outside of the SPC, SMP, SIP Premium and Connection services. The guarantee is only available to current clients. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. No other charges or expenses, and no market losses will be refunded. Other restrictions may apply. Schwab reserves the right to change or terminate the guarantee at any time. Note 3 Automatic investment plans don't assure a profit or protect against loss in declining markets. Note 4 Guarantees apply to certain insurance and annuity products and are subject to product terms, exclusions and limitations and the insurer's claims-paying ability and financial strength. This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. USAA Investment Services Company (ISCO), a registered broker-dealer and a registered investment adviser, provides referral and marketing services on behalf of Charles Schwab & Co., Inc. (Schwab), a dually registered investment adviser and broker-dealer, and Victory Capital Services, Inc. (VCS), a registered broker-dealer. Schwab and VCS compensate ISCO for these services. USAA means United Services Automobile Association and its affiliates. Life insurance and annuities provided by USAA Life Insurance Company, San Antonio, TX and in New York by USAA Life Insurance Company of New York, Highland Falls, NY. All insurance products are subject to state availability, issue limitations and contractual terms and conditions. Each company has sole financial responsibility for its own products. Annuities are generally suitable for long-term investing, particularly retirement savings. Important Information from Victory Capital: Victory Capital means Victory Capital Management Inc., the investment adviser of the USAA Mutual Funds and USAA 529 College Savings Plan (Plan). USAA Mutual Funds and the Plan are distributed by Victory Capital Services, Inc., member FINRA, an affiliate of Victory Capital. USAA is not affiliated with Victory Capital or VCS. USAA and the USAA logos are registered trademarks and the USAA Mutual Funds and the Plan logos are trademarks of United Services Automobile Association and are being used by Victory Capital and its affiliates under license. Please click here for important information regarding Victory Capital. Important Information from Schwab: The Charles Schwab Corporation provides a full range of brokerage and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Please read the Schwab Intelligent Portfolios Solutions™ disclosure brochures on www.schwab.com/intelligent-portfolios for important information, pricing and disclosures related to the Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs. 271254 - 1121 1956857 We use cookies and related technologies see footnote 1 to help enhance your experience on our site and optimize its performance. 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