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Wealth Management at Charles Schwab
PLANNING | PORTFOLIO MANAGEMENT | INCOME STRATEGIES | BANKING
“Highest in Investor Satisfaction with
Full Service Brokerage Firms, Three Years In a Row.”
MAKE SURE YOU’RE GETTING
A SATISFACTION GUARANTEE. #9
IF YOU’RE NOT, MAKE SURE
YOU CALL SCHWAB. #10
Our commitment to satisfaction is backed by a guarantee. If you’re not completely
satisfied, we’ll refund your fee or commission and work with you to make things
right. Ask your broker if they follow these rules. If you don’t like their answer, ask
again at Schwab.
Charles Schwab received the highest numerical score in the J.D. Power 2016-2018 Full Service Investor Satisfaction Study. 2018 study based on 4,419 total responses from 18 firms
measuring opinions of investors who used full-service investment institutions, surveyed November-December 2017. Your experiences may vary. Visit jdpower.com/awards.
For the Satisfaction Guarantee, go to Schwab.com/satisfaction to learn what’s included and how it works.
Wealth Management refers to a number of different products and services offered through various subsidiaries of The Charles Schwab Corporation. See Schwab.com/wealth.
The Charles Schwab Corporation provides a full range of brokerage, banking 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.