Awards & Recognition
Categories
Seeing challenges “Through Clients’ Eyes” is the North Star that guides everything we do. Any recognition and awards we receive mean that we’re making a difference by helping improve peoples’ lives. And for that, we are extremely humble and proud.
Industry Awards
Customer satisfaction is our measuring stick. That’s why we push ourselves to give you an ever-improving experience with our products, our services, and our people. And being recognized as the best at what we do by our clients and industry means we’re on the right track.
Industry Awards
National Business Awards
Improving the lives of our clients is the best recognition we can receive. But hearing from others that we’re doing a good job is pretty great, too.
National Business Awards
Community-Focused Awards
Giving back to the communities where we live and work is an important part of who we are as a company and as individuals
Community-Focused Awards
National Workplace Awards
A supportive culture and workplace where everyone is welcome, and has an opportunity to achieve their full potential, is a great point of pride for us.
National Workplace Awards
Regional Workplace Awards
Our commitment to do right by our employees and give them a welcoming workplace where everyone can thrive has always been our mission. Being recognized for it by the communities where we operate is icing on the cake.
Regional Workplace Awards
Military Workplace Awards
We’re honored to be recognized by military organizations for our support of veterans and their families, and thank all former and active service members and their families for their sacrifice.
Military Workplace Awards
From Fortune. ©2023 Fortune Media IP Limited. All rights reserved. Used under license.
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.
From Investor's Business Daily, January 30, 2023, ©2023 Investor's Business Daily, Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution or retransmission of this Content without express written permission is prohibited.
Third-party accolade award was given on January 30, 2023 and is for a 15-month timeframe.
The criteria, evaluation, and ranking were determined by Investor’s Business Daily. https://www.investors.com/ibd-videos/videos/best-online-brokers-2023 Schwab paid a licensing fee to York Graphic Services, LLC. for use of the award and logos.
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Charles Schwab received the highest score in the J.D. Power 2022 U.S. Retirement Plan Digital Satisfaction Studies , which measures group retirement plan participant satisfaction with plan provider digital experiences. This J.D. Power award was given on Sept. 15, 2022 and is for 2022-2023 timeframe. The criteria, evaluation, and ranking were determined by J.D. Power. [Click here for more information.] Schwab paid a licensing fee to J.D. Power for use of the award and logos.
Charles Schwab Bank received the highest score in the customer satisfaction segment of the J.D. Power 2022 U.S. Direct Retail Banking Satisfaction Study. This J.D. Power award was given on May 12, 2022 and is for 2022-2023 timeframe. The criteria, evaluation, and ranking were determined by J.D. Power. [[Click here for more information.]] Schwab paid a licensing fee to J.D. Power for use of the award and logos.
55 in the PLANSPONSOR(R) 2022 Defined Contribution (DC) Survey, 48 in the PLANSPONSOR® 2021 Defined Contribution (DC) Survey, 102 in the PLANSPONSOR® 2020 Defined Contribution (DC) Survey, 88 in the PLANSPONSOR® 2019 Defined Contribution (DC) Survey, 74 in the PLANSPONSOR® 2018 Defined Contribution (DC) Survey, and 62 in the PLANSPONSOR® 2017 Defined Contribution (DC) Survey. A total of 15 providers qualified for inclusion in the 2022 results and providers were rated by sponsors in four areas of service.. A total of 15 providers qualified for inclusion in the 2021 results, down from 17 providers listed in 2020 and 23 providers listed in 2017, 2018, and 2019. More information regarding survey results can be found at: https://www.plansponsor.com/research/2022-best-class-dc-providers/?pagesec=5#Methodology