The recommendation agreement ensures that USAA members interested in financial advice or the use of an investment account are returned to Schwab through “hot leads” – a mixture of digital connections and live connections. The USAA stands for United Services Automobile Association and its subsidiaries. The use of the term “member” or “member” refers to membership in USAA Membership Services and does not provide any legal or property rights to the USAA. The restrictions apply and may change. Alliance Services provided through USAA Alliance Services, LLC, contracts with non-USAA third parties to provide products and services to USAA members, and compensation for the sale of third-party products and services. Third-party suppliers assume sole financial responsibility for their products and services. The right to membership and product restrictions apply and may change. The brands, logos and names of other companies, products and services are the property of their respective owners. Initial accounts are usually small. Out of a $5,000 account, he would pay 75 $US a year, for a total of $150. The recommendation agreement states that these accounts can be returned to a RIA that uses Schwab as a custodian, and that USAA is paid regardless of how the assets are invested — or not.

Schwab is not required to do its favours by referring investors to THE USAA for insurance services. The use of “member” or “membership” does not entitle you to access rights to auto and non-life insurance products or property rights over the USAA. The purchase of an alliance service product does not justify eligibility or affiliation with non-life and accident insurance. The brands, logos and names of other companies, products and services are the property of their respective owners. In accordance with the agreement, USAA receives 15 basis points per year for two years for each transfer on all assets, including those from the larger transfer budget. The ADT home security program for USAA members is offered by ADT Security Services, Inc.