What We Do

Charles Schwab offers a wide range of 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. Schwab also helps individuals and small business owners save for retirement. Other Schwab accounts and resources help families invest for a college education, plan for charitable giving and manage their estate.

Advice & Consultations

At Schwab, individual investors can gain fact-based guidance from an experienced Schwab investment professional.

Banking & Lending

Linking a Schwab Bank High Yield Investor Checking account with Schwab One brokerage account provides the benefits of banking and brokerage combined. In addition, Schwab Bank offers credit cards and other lending products.¹

For Independent Advisors

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

For Companies

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

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.