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A message from our CEO Walt Bettinger

To Our Valued Clients:

At Schwab, we have a deep and abiding belief in seeing the world "through clients' eyes."That simple, powerful idea helps us stay focused on what's most important: living up to the trust you place in us every day.

With so much uncertainty in the financial markets and concerns about COVID-19, investing for the future may seem more complicated than ever. Please know that every one of us at Schwab is committed to helping you meet your long-term investing goals. I also want to remind you of the resources available to you:

  • Expert perspectives. To help you make informed decisions about your finances, our experts are closely monitoring the markets and sharing their analysis and commentary. You can follow them on Twitter@schwabresearch, and we'll email you when we think it's especially important for you to read their perspectives.
  • Service options. We have a variety of channels to help you with your investing needs. You can access our resources in the way that makes the most sense for you: on Schwab.com, using our mobile app, or by calling our phone team.
  • 1:1 guidance. In turbulent markets, it's important to stick to your financial plan and stay focused on your long-term goals. If your goals or situation have changed, we can help you review your portfolio, revisit your plan or create a new one.

This is not our first downturn. We are implementing a variety of measures here at Schwab to ensure we create as much additional capacity to serve clients as possible, continue our sound business practices, and provide a healthy physical environment for clients and employees. So, despite market turbulence and disruptions in daily life, we're confident in our ability to be here for you, whatever comes our way.

Please know that every one of us at Schwab is committed to helping you meet your long-term investing goals.

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Of course, with all that's going on, we are seeing record levels of client interaction right now. We recognize that means at times we may not be able to pick up your phone call as quickly as usual. Please know our dedicated client teams are working incredibly hard to be available to you, as quickly as possible. We appreciate your patience if you do experience longer-than-usual wait times.

Even in this current environment, we still believe in the power of investing. As our founder, Chuck Schwab, has often said: Investing is fundamentally an act of optimism. That belief has not changed, nor has our focus on helping you create a better tomorrow.

We’re honored that you have entrusted us with your business. If we can do more to help meet your needs, please visit us online at Schwab.com, contact your Schwab Financial Consultant, or call 800-435-4000. If you’re calling from outside the U.S., call +1-415-667-8400.

Sincerely,

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Walt Bettinger
President and CEO, Charles Schwab Corporation