Charles Schwab

About Us

Full service brokerage and financial services.

Self-directed investing
Easy-to-use tools for buying and selling stocks, ETFs, and more
Resources to build a portfolio, research investments, and discover new ideas
Tools to help you track performance and plan for your future

Active trading
Award-winning thinkorswim® platforms
Extensive library of trader-focused educational resources
Strategy, platform, and product support from our trade desk

Automated investing
A diversified portfolio of ETFs built by a robo-advisor
Daily monitoring and automatic rebalancing
Optional 1:1 guidance from a CFP® professional

Wealth and investment management solutions
Comprehensive wealth management with a dedicated advisor backed by an experienced team
A personalized approach for a competitive fee
Professionally managed portfolio solutions to meet your specific needs