¹ Barron’s, March 12, 2012, 17th annual survey, Rating Online Brokers. optionsXpress awarded 4.0 stars out of 5 in overall ratings , which refers to the optionsXpress website. Overall ratings based on Trade Experience, Usability, Range of Offerings, Research Amenities, Portfolio Analysis & Report, Customer Service & Education, Costs, and Mobile. optionsXpress rated 4+ stars 2002-2012. Barron's is a registered trademark of Dow Jones & Company, Inc. © 2012.

² "The Best Online Broker" by Kiplinger's 7/06, refers to the optionsXpress website and is based on: Commissions/Fees; Executions; Margin Rates; Interest on Cash; Maximum Fund Transaction Fee; Responsiveness/Broker Knowledge; Research; Web Site; Cost-Basis Data; Conduct. Kiplinger's is a trademark of The Kiplinger Washington Editors, Inc. © 2012.

³ "Best of the Web" & "Favorite Site" 9/15/06, refers to the optionsXpress website and is based on investor tools and educational services. FORBES, and other names of FORBES products referenced herein are trademarks or registered trademarks of FORBES Management Co., Inc. © 2012.

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