Take it from us: Our clients come first.

From the investing choices we offer to the way we give advice, we're focused on our clients' future. It's what sets Schwab apart, and it's why we think you’re going to like it here.

The best way to invest? Your way.

Whether you invest on your own, trade with thinkorswim®, prefer automated investing or want full-service wealth management, it's all here for you. Check out a few of the many ways we can help you reach your goals.

Welcome to advice solutions.

Schwab Intelligent Portfolios®: Have our robo-advisor build, monitor, and automatically rebalance a diversified portfolio for you, starting with as little as $5,000. 

Schwab Wealth Advisory™: You'll get a comprehensive and personalized wealth management strategy, led by a dedicated advisor with support from an experienced team of specialists.

Schwab Advisor Network®: Work with a local, independent investment advisor and team of specialists for the comprehensive wealth expertise, attention, and access your needs require.

When I give people advice, I think about, how would I want someone to show up for me in this moment?

The reason people want to talk to an advisor is they want to feel understood. If you're going to make a difference in anybody's life, you've got to know who they are.

Every client is different. Everybody has a story, and it's important to understand what that unique story is.

What are their dreams? What stage of life are they in? Are they more worried about approaching retirement? What if something happens to me? Is my wife going to be taken care of? Or my kids?

The way we help people meet their goals. The way we deliver advice. Schwab is always innovating to make sure that we're delivering what clients need and expect.

We're going to build a blueprint, a roadmap of how to reach those goals. We can adjust it, modify it.

We're always trying to add and build so that we can be in a better position to help clients with whatever their needs are.

They want to do it themselves? Help them do it a little bit better. If they want help, if they want advice, give them help, give them advice. Honest, quality, intelligent advice.

Financial stability — everybody deserves that.

We definitely put the clients first in everything that we do. And it shows.

Not all firms can say that.

That is what makes Charles Schwab Charles Schwab.

Just treat people like you'd like to be treated. It's pretty simple.

It's all true.

Video Transcript

See what sets our solutions apart

When I give people advice, I think about, how would I want someone to show up for me in this moment?

The reason people want to talk to an advisor is they want to feel understood. If you're going to make a difference in anybody's life, you've got to know who they are.

Every client is different. Everybody has a story, and it's important to understand what that unique story is.

What are their dreams? What stage of life are they in? Are they more worried about approaching retirement? What if something happens to me? Is my wife going to be taken care of? Or my kids?

The way we help people meet their goals. The way we deliver advice. Schwab is always innovating to make sure that we're delivering what clients need and expect.

We're going to build a blueprint, a roadmap of how to reach those goals. We can adjust it, modify it.

We're always trying to add and build so that we can be in a better position to help clients with whatever their needs are.

They want to do it themselves? Help them do it a little bit better. If they want help, if they want advice, give them help, give them advice. Honest, quality, intelligent advice.

Financial stability — everybody deserves that.

We definitely put the clients first in everything that we do. And it shows.

Not all firms can say that.

That is what makes Charles Schwab Charles Schwab.

Just treat people like you'd like to be treated. It's pretty simple.

It's all true.

Welcome to world-class trading.

Trading at Schwab is powered by Ameritrade—and thinkorswim® is here to stay. No other firm can say that. Traders here get the best in trading, including award-winning platforms, tailored education, and specialized support.

A lot of our clients are very, very complex traders. They're self-directed, they do their own thing.

I became the thinkorswim® expert… I became the senior specialist on the thinkorswim team.

Thinkorswim is… in a nutshell… a trading platform. It is a premiere product for traders.

On thinkorswim… the speed in which an individual investor can trade… like how is it so fast?

The thinkorswim platform is staying. They're keeping it. Of course they are keeping it. because they see the value. They understand.

"The systems that we're bringing onto our platform, and the ability to service our clients...it's tremendous. And the approach that we have at Schwab is going to continue.

That resonates to all the millions of clients we have now.

The clients. That's who comes out on top in this deal. It's only gonna offer them more education… more tools.

Schwab is going to make sure you have the resources that you need. We have people available literally 24/7/365.

We offer that education freely. It is right there. We lay it right at your feet.

We have the best of both worlds.

Great service. Great technology. Win win.

I'm a client for life.

Video Transcript

See our trading advantages

A lot of our clients are very, very complex traders. They're self-directed, they do their own thing.

I became the thinkorswim® expert… I became the senior specialist on the thinkorswim team.

Thinkorswim is… in a nutshell… a trading platform. It is a premiere product for traders.

On thinkorswim… the speed in which an individual investor can trade… like how is it so fast?

The thinkorswim platform is staying. They're keeping it. Of course they are keeping it. because they see the value. They understand.

"The systems that we're bringing onto our platform, and the ability to service our clients...it's tremendous. And the approach that we have at Schwab is going to continue.

That resonates to all the millions of clients we have now.

The clients. That's who comes out on top in this deal. It's only gonna offer them more education… more tools.

Schwab is going to make sure you have the resources that you need. We have people available literally 24/7/365.

We offer that education freely. It is right there. We lay it right at your feet.

We have the best of both worlds.

Great service. Great technology. Win win.

I'm a client for life.

Welcome to Schwab Bank.

Designed for investors, a Schwab Bank Investor Checking™ account is conveniently linked to a Schwab One® brokerage account, making it easy to manage both everyday cash and investing. Explore lending opportunities, including the Schwab Bank Pledged Asset Line® and mortgages and HELOCs provided by Rocket Mortgage®, the home loan provider of Charles Schwab Bank.

Schwab bank is the best kept secret… Every day I hear "I didn't know you all had a bank"…

"Thank you! This is great… let's move it over… I can't stand where I bank now… tell me more."

It's a bank specially designed for investors.

Chuck actually asked the question: "Why can't we and why don't we build a bank for investors?"

We're a brokerage firm first that has a bank. Not a bank that has a brokerage firm. So we look at it through that lens.

We have a checking account that is tightly linked with a brokerage account.

When you log on to view your investment accounts, you will also see your bank accounts.

Not only is it about seeing it in one place, but also being able to act quickly and decisively when needed…

And that is the ease of doing business with Charles Schwab bank. We have our checking account… our savings account…

The money that you have in your checking account is yours and isn't going to be whittled away with "gotcha fees."

If you need cash…

Any time you use an ATM, Charles Schwab will refund the ATM fee.

Any ATM in the world. That's what's wild. You know how much Vegas ATMs are… it's credited back to your account.

One of the biggest solutions that we offer is lending capabilities.

With our pledged asset line, it is truly a non-purpose line of credit. It's collateralized against your investments.

We partner with Rocket Mortgage.

They dedicated a specialty team just to our Schwab clients.

Delivering that white glove service from start to finish.

Our goal is to make it seamless and easy.

This can't be true. This is too good to be true.

Banking capability and investing capability all in one place.

All in one place.

Because we're here at the end of the day to support you – the client.

Video Transcript

See why Schwab Bank is unique

Schwab bank is the best kept secret… Every day I hear "I didn't know you all had a bank"…

"Thank you! This is great… let's move it over… I can't stand where I bank now… tell me more."

It's a bank specially designed for investors.

Chuck actually asked the question: "Why can't we and why don't we build a bank for investors?"

We're a brokerage firm first that has a bank. Not a bank that has a brokerage firm. So we look at it through that lens.

We have a checking account that is tightly linked with a brokerage account.

When you log on to view your investment accounts, you will also see your bank accounts.

Not only is it about seeing it in one place, but also being able to act quickly and decisively when needed…

And that is the ease of doing business with Charles Schwab bank. We have our checking account… our savings account…

The money that you have in your checking account is yours and isn't going to be whittled away with "gotcha fees."

If you need cash…

Any time you use an ATM, Charles Schwab will refund the ATM fee.

Any ATM in the world. That's what's wild. You know how much Vegas ATMs are… it's credited back to your account.

One of the biggest solutions that we offer is lending capabilities.

With our pledged asset line, it is truly a non-purpose line of credit. It's collateralized against your investments.

We partner with Rocket Mortgage.

They dedicated a specialty team just to our Schwab clients.

Delivering that white glove service from start to finish.

Our goal is to make it seamless and easy.

This can't be true. This is too good to be true.

Banking capability and investing capability all in one place.

All in one place.

Because we're here at the end of the day to support you – the client.


Putting clients first has its rewards.

#1 in Investor Satisfaction with Full-Service Wealth Management Firms

J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study℠

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Charles Schwab received the highest score in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study, which measures investor satisfaction with full-service investment firms. Visit jdpower.com/awards for more details. The J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee.

 

The only broker to rank in the top three for all 11 years

Investor's Business Daily: Best Online Brokers 2023

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Investor's Business Daily award was given on January 30, 2023, and is for a 15-month time frame. The criteria, evaluation, and ranking were determined by Investor's Business Daily. Schwab paid a licensing fee to York Graphic Services, LLC for use of the award and logos. 

Ranked #1 Most Trusted Bank

Investor's Business Daily: Most Trusted Financial Companies 2023 (Bank)

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The IBD Most Trusted Bank award was given to Charles Schwab Bank on September 25, 2023, and expires December 31, 2024. The criteria, evaluation, and ranking were determined by Investor's Business Daily. Schwab paid a licensing fee to York Graphic Services, LLC for the use of the award and logos.

 

Have questions? We're here to help.

If you need anything at all, reach out to a Schwab specialist.