
2021 Annual Report
2021 Industry & Employer of Choice Recognition
2021 Recognition:

#1 in Customer Satisfaction with Direct Retail Banking, 3 Years in a Row
Charles Schwab Bank, SSB received the highest score in the J.D. Power 2019–2021 U.S. Direct Retail Banking Satisfaction Studies of customers’ satisfaction with direct banking accounts. Visit jdpower.com/awards for more details.

Highest in Digital Satisfaction with Retirement Plan Participant Providers
Charles Schwab received the highest score in the J.D. Power 2021 U.S. Retirement Plan Digital Satisfaction Study of customers’ satisfaction with their employer-sponsored retirement provider’s digital channels. Visit jdpower.com/awards for more details.

2021 One of the Top Brokers Overall
Schwab was rated a Top Broker in the 2021 Investor’s Business Daily Best of the Online Brokers Survey.

2021 Best In Class Overall
Schwab received a five out of five star ranking and placed third in “Best in Class Overall” by StockBrokers.com. Schwab also ranked #1 for Innovation, IRA Accounts, Phone Support, and Research by StockBrokers.com.

2021 Most Trusted Online Broker
Schwab was named a top-rated company two years in a row for Investor’s Business Daily’s Most Trusted Financial Companies.
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Schwab ranked as a top place to work in many of the places we call home.
As a firm, we have an unshakable belief in our purpose and in our culture of service. As an employer, we are committed to helping individuals unleash their potential and achieve their dreams— challenging themselves, as we seek to challenge the status quo on behalf of our clients. We place great value on the recognition we receive as an employer of choice, particularly those awards that are based on feedback from our employees. Since 2013, Schwab has consistently been recognized as a top place to work, based on employee feedback in major markets where Schwab has significant concentrations of employees.
Military-friendly workplace
For the 10th consecutive year, Schwab was recognized as one of the Best of the Best Top Veteran-Friendly Companies by U.S. Veterans Magazine.