What We Do

Charles Schwab offers financial products and services tailored to fit the needs of individual investors, independent investment advisors and companies of all sizes.

For Individuals and Families

Investing: Clients with a Schwab One® brokerage account can trade stocks, bonds, options, mutual funds and other securities. To access Schwab services:

Visit schwab.com
Call 866-232-9890
Stop by a local Schwab branch

Advice & Consultations: Either at a local branch or through our toll-free phone line, investors can receive fact-based guidance from an experienced Schwab investment professional.

Banking & Lending: Schwab Bank offers the High Yield Investor Checking bank account plus credit cards and other lending products.¹

For Employers

Schwab helps companies of all sizes manage their retirement plans, stock plans and executive services.

For Independent Advisors

Schwab provides the tools and advice to help Registered Investment Advisors grow, compete and succeed.

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

¹ Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc., Member SIPC. Deposit and lending products and services are offered by Schwab Bank, Member FDIC and an Equal Housing Lender.