People think financial services is just about stocks and bonds. Here at Schwab, we believe it is about helping improve people’s lives. Schwab employees are free to solve problems, to innovate, and to challenge the status quo. It’s a place where you have an opportunity to do your best work.
Serving individual investors
Schwab Technology Services (STS)
Is responsible for Schwab's use of information technology, including all telecommunications, operations, and client and business applications. STS supports and spans every enterprise at Schwab. From our website to wireless and from service centers to client branches, STS demonstrates leadership through innovative solutions and superior technology that provide our clients with world-class service. STS develops web trading and customer-reporting systems; integrates business units; maintains core brokerage functionality; operates client server systems; provides network architecture, engineering, and capacity planning; and oversees centralized mainframe computer systems and database management.
Created to help make it easy for clients to manage their banking needs together with their investing experience. Schwab Bank offers retail consumer banking services, including lending solutions and FDIC-insured banking products such as checking, savings and money market accounts and certificates of deposit. The Bank also includes our Personal Trust Services division, which provides administrative trustee services for trusts of independent RIA clients.
Focuses on providing great service to our clients and the client-facing organizations within Schwab, as well as on safeguarding assets. Whether it’s processing corporate actions, performing trade order reviews, or answering service calls, Operations plays a critical role in helping our clients achieve their financial goals and inspiring client loyalty.
Options carry a high level of risk and are not suitable for all investors. Multiple leg options strategies will involve multiple commissions. Spread trading must be done in a margin account. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any option transaction.
Futures involve substantial risk and are not appropriate for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to applying for an account.
Please read the Schwab Private Client and the Schwab Private Client Investment Advisory, Inc. Disclosure Brochures for important information and disclosures about SPC. Portfolio management for SPC is provided by Schwab Private Client Investment Advisory, Inc., a registered investment advisor and an affiliate of Schwab.
The Portfolio Consultant, Associate Portfolio Consultant, and other representatives making investment recommendations in your Schwab Private Client accounts are employees of Schwab Private Client Investment Advisory, Inc.
Windhaven® Strategies and both versions of the ThomasPartners® Dividend Growth Strategy are available through Schwab's Managed Account Connection® program. Please read Schwab's disclosure brochure for important information and disclosures relating to Schwab Managed Account Connection and Schwab Managed Account Services™. In addition, please see the manager’s Form ADV Part 2A. Schwab makes available other equity strategies in its managed account programs that focus on dividend-paying stocks, including strategies that are managed by firms that are unaffiliated with Schwab.
Portfolio management for Windhaven and Thomas Partners is provided by Windhaven, ThomasPartners, and CSIM, respectively. All three are registered investment advisors and affiliates of Charles Schwab & Co., Inc. ("Schwab"). Please see the respective manager’s Form ADV Part 2A for additional information.
Windhaven’s portfolio risk management process includes an effort to monitor and manage risk, but should not be confused with (and does not imply) low risk.
Diversification strategies do not ensure a profit and do not protect against losses in declining markets. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio.
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab.
At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.