Built for the individual investor.
Almost 30 years ago, Charles Schwab started this firm with the goal of creating a company that offers individual investors useful, ethical services at a fair price. Today, we're a firm of 14,500 professionals serving nearly 8 million client accounts nationwide. We attribute such growth to the things that make us different. We offer our clients access to:

• Expert, personalized advice that's not driven by commission
  
• A tremendous range of investments
  
• Research that in the past was typically only available to institutions

One goal—your best interest.
As we've expanded and developed to serve the needs of all kinds of investors, we've been guided by one underlying philosophy: You come first. This is what makes our people, advice, support and services truly different.

Equally important, our advice is not influenced by investment banking relationships. Learn more about our business practices, including our fee and commission structure, our compensation system and the foundation of the advice we offer.

Unique services for unique investors.
Whatever your individual needs, you'll find the kind of investment services you can rely on right here. Contact us to schedule an initial consultation or to learn more.

Serving Individual Investors is the central
purpose of what we do.

It is not accidental that when Chuck Schwab founded our firm, he focused on individual investors. He believed that individuals who wanted to invest were underserved and underrepresented in the world of financial services. Serving individual investors -- whether through our retail business, through U.S. Trust, through our Corporate Services business, or our Services to Investment Managers business – is at our core, and this allows us to minimize the conflicts of interest that many in our industry are struggling with now.

Clearly, financial services firms need to renew their focus on clear, fair disclosure of business practices. The information in this website details our relationship to those we do business with on your behalf. It also speaks to the basis for our fees and commissions, our compensation system, and the foundation of the advice we offer.

We hope you will take the time to read the information below. It includes important information about our business practices. You will also find information about the actual business of investing. One thing you won’t find at Schwab is confusion about who we serve – the individual investor.

See how Schwab can help you achieve your goals.

• Develop a financial plan
  
• Save for retirement
  
• Save for a child's education
  
• Develop an estate plan
  
• Build and manage wealth
  
• Shop for a mortgage
  
• Make the most of charitable giving

Determine the right level of advice and support.

• Review our range of services
  
• Find a professional advisor
  
• Get advice on your portfolio
  
• Services for Independent investors
  
• Tools & resources for active traders
  
• Investing solutions for non-U.S. residents

Choose the appropriate investments for your portfolio.

• Stocks & Options
  
• Mutual Funds
  
• Bonds & Treasuries
  
• CDs & Money Market Funds
  
• Annuities & Life Insurance

Receive support through education & resources.

• Local Investor Centers
  
• Local workshops
  
• Online workshops & self-paced courses
  
• Investing basics and articles