Retail/Branch
Retail/Online
Retail/Phone
Affluent & Active
Investors
International
Services For
Investment Managers
Retirement Plan
Services
Capital Markets
& Trading
Mutual Funds
Community
Service
As investors become more active and successful, they require additional services. In 1985, we began offering our Schwab 500 Brokerage® service to active traders. In 1996, we launched our Priority Access™ service for affluent investors. Beginning in 1999, we bring these programs together with our new Schwab Signature Services™, a comprehensive offering for active and affluent investors that includes access to their own Web site, high-quality research, initial public offerings, stock screening tools and more. As we learn more about our customers, we are constantly refining and upgrading our services and tailoring them to meet individual needs. Self-directed investors are given information and tools to enable them to make informed decisions, while investors who prefer to work closely with a financial professional are referred through Schwab AdvisorSource to independent investment managers in their area. Active investors love the extra services we offer, like conference calls in 1998 with CEOs such as Michael Dell of Dell Computer Corporation, Jill Barad of Mattel, Inc. and Jack Welch of General Electric Company. This is full-service investing the Schwab way – comprehensive information and professional guidance with no sales pressure.
"We guide our customers as we would our closest family members."
– CAROLE STITT-BRUNER, Schwab 500, San Francisco, CA
“Any investor with a modem and a Schwab account now has at his fingertips much of the information for which he used to have to pay full-freight commissions.“
– FORTUNE, December 7, 1998