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• Charles Schwab | Charles Schwab

  Charles "Chuck" R. Schwab started the San Francisco–based The Charles Schwab Corporation in 1971 as a traditional brokerage company, and in 1974 became a pioneer in the discount brokerage business. Schwab took an early lead in the industry, offering a combination of low prices and fast, efficient order executions, and soon became the nation's largest discount broker. Today, the company is the nation's largest publicly traded investment services firm, with around $7.4 trillion in client assets. Often credited with "democratizing" investment, Schwab has driven countless innovations in the investment services industry designed to help individuals make the most of saving and investing, including 24/7 access to services, the one-stop mutual fund supermarket providing access to thousands of no-load, no-transaction-fee mutual funds, custodial services for independent registered investment advisors, online trading, and many others. Today, the company has expanded from its roots as a discount brokerage ...

• Social Security | Charles Schwab

  Understand how Social Security works and when you should consider taking it.

• Diversification | Charles Schwab

  Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.

• Travel Planning | Charles Schwab

  Learn tips for keeping costs low and managing your money while traveling.

• Order Routing | Charles Schwab

  Learn about Order Routing at Schwab

• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

• Types of Employee Benefits | Charles Schwab

  Learn about different types of employee benefits (including health insurance, retirement plans, and disability insurance) and why they matter.

• Schwab Digital Guide | Charles Schwab

  Schwab.com and the Schwab Mobile app give you the digital tools and resources you need to access and manage your accounts.Download printable version here.

• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.

• What Is a Robo-Advisor? | Charles Schwab

  If it isn't a robot, what is a robo-advisor?