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Important information about our relationship with you: Client Relationship Summaries
Our Client Relationship Summaries offer a brief summary of our services, fees, and obligations when we work with you in a broker-dealer or an investment advisory relationship. Learn more at schwab.com/transparency >
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Under the Schwab Security Guarantee, Schwab will cover losses in any of your Schwab accounts due to unauthorized activity. Read more at Schwab.com/guarantee.
Other sites for advisors, investment professionals and employers:
Advisors
Get information about going independent with Schwab Advisor Services™ or becoming an independent franchise owner through Schwab Franchise.
Investment professionals
Find information about Schwab Funds® and Schwab ETFs™ from Charles Schwab Investment Management, Inc.
Employers
Get information about Schwab Workplace Services.