Download the Schwab app from iTunes®Get the AppClose


Why Schwab | Charles Schwab

Ownership makes all the difference.

Choosing a financial services firm? Make sure you’ve found a place where investing is done right. At Schwab, it isn’t just about stocks and bonds.

It’s about taking charge of your future.

You can create better outcomes in life when you’re fully engaged.

That’s why we encourage you to be hands-on. Know where your money is invested and how much that’s costing you. Demand transparency. And ask the tough questions.

Back to top

You’ll get a relationship on your terms.

Generating a paycheck in retirement? Just getting started? Sandwiched with aging parents? From wealth management to smarter trading tools to automated investing, our relationship is driven by what’s important to you.

No matter what kind of help you need.

Schwab Intelligent Portfolios™ is a fully automated investment advisory service, made available through Schwab Wealth Investment Advisory, Inc. (“SWIA”), a registered investment advisor. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. (“CSIA”). SWIA and CSIA are affiliates of Charles Schwab & Co., Inc. (“Schwab”) and subsidiaries of The Charles Schwab Corporation.

Back to top

With service that makes a difference from day one.

Your New Client Concierge helps transfer your account and get you started. And Schwab investment professionals in branches or Schwab centers offer actionable advice and personalized answers 24/7.

We’ll help you put ownership into action.

It’s all about taking ownership of your wealth. Base your brokerage decision on who will help you do that. Here’s how we help you own it at Schwab.

Our Promise:

  • Partnering
  • Advice
  • Choice
  • Transparency
  • Value

Our Promise: You’re not just a client at Schwab. We believe in partnering with you and getting to know you so we can work together on your terms.

Advice: We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable.

Choice: We offer a broad range of investment options from leading asset managers across the industry, not just our own.

Transparency: We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.

Value: We design our products and services with a goal of driving down costs, so investors have more money to invest.

Back to top

We give you the accountability you deserve.

The Schwab Accountability Guarantee™

If for any reason you’re not happy with one of our participating investment advisory services, we’ll refund your program fee from the previous quarter and work with you to make things right.1

Make an informed decision.

4.2 stars

Schwab One® Brokerage Account2

Read reviews from clients for our Brokerage, Individual Retirement Accounts, Trading Services, and Checking products from Charles Schwab Bank.

Read reviews


-Investor’s Business Daily

See awards

See below for important information.

Back to top

Still have questions?
We welcome them.

Own your tomorrow