Skip to main navigation Skip to content

Find a Branch
Contact Us
Call
- Schwab Brokerage
  
  800-435-4000
- Schwab Password Reset
  
  800-780-2755
- Schwab Bank
  
  888-403-9000
- Schwab Intelligent Portfolios®
  
  855-694-5208
- Schwab Trading Services
  
  888-245-6864
- Workplace Retirement Plans
  
  800-724-7526
...More ways to contact Schwab
Chat
Log In
Open an Account

Accounts & Products
Advice
Pricing
Why Schwab
Learn
- - - Investing Insights
      - Overview
      - Overview
      - Stocks
      - Bonds
      - ETFs
      - Mutual Funds
      - Trading
      - Options
      - Futures
  - - Perspectives
  - - Retirement
  - - The Basics
  - - Media

Open an Account Log In Find a Branch Contact Us

Log In

401(k) Basic Plan Document

This booklet contains the following important information about the Schwab Individual 401(k) Plan.

(0622-293F)

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

The Charles Schwab Corporation provides a full range of brokerage, banking 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. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.

© 2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

YouTube Twitter Facebook LinkedIn

Accounts
Investment Products
Trading
Research & Tools
Learn
About Schwab

SchwabSafe
Privacy
Online Privacy
Additional Schwab Sites
Site Map
Business Continuity
Financial Statement
Accessibility Help
Contact Us
About Schwab
Careers
Investment Professionals' Compensation
Important Notices
Account Protection
SIPC®
FDIC Insurance
FINRA's Broker Check
Bank Client Complaints
Client Relationship Summaries

(0620-0EMZ)