Investor Services

Investor Services helps individuals with brokerage, banking, insurance and other financial services. Clients have easy access online, by phone or at a local Schwab branch.

• Clients: Serving millions of individual savers and investors
• History: Charles Schwab and Co., Inc. was launched in 1973 and began offering discount brokerage on May 1, 1975.
• Locations: Headquartered in San Francisco, Investor Services operates more than 300 U.S. branches in 45 states, plus a branch each in Puerto Rico and London. Hong Kong clients are served through a subsidiary.
• Management: Ben Brigeman, executive vice president
• Website: www.schwab.com

   

  Products and Services

  Schwab clients have access to a wide range of financial products including:

  Mutual Funds	Stocks and Options	CDs and Money Markets
  Bonds and Fixed Income	Exchange-Traded Funds (ETFs)	Managed Accounts
  Margin Loans	Insurance and Annuities	Banking and Lending

   

   

   

   

   

   

  Resources for Investors

  All Schwab clients have access to research, analytic tools, performance reports, market analysis and educational materials. Clients looking for more guidance have access to online portfolio planning tools as well as professional advice from Schwab financial consultants, who can help develop an investment strategy and carry out investment and portfolio management decisions. Many clients have a relationship with a designated financial consultant, who serves as their primary point of contact for Schwab services.

   

  Targeted Services

  Schwab also serves groups of investors based on trading style, language and geography.

  • Active Trader: Schwab provides sophisticated tools and support for active online traders and investors.
  • International Services: Schwab empowers non-U.S. investors and U.S. expatriates to invest and manage their United States dollar portfolios from abroad. International Services serves investors in Europe, Asia, Latin America, and elsewhere through locally-registered entities and the U.S.-registered Charles Schwab & Co., Inc. The company opened its first international office in 1982 in Hong Kong. Today, Schwab maintains local offices in Hong Kong, Miami and the United Kingdom, with investor call centers in San Francisco and Orlando.* 
  • Multicultural Services: Schwab serves U.S.-based Asian and Hispanic investors in their preferred languages and cultural styles. Multilingual financial consultants are available in strategic branch locations in the U.S. and Puerto Rico. Investor call centers in San Francisco and Orlando serve investors in diverse languages, including Chinese, Spanish, Korean and Vietnamese.

   

  * Certain locations and countries are restricted. To serve investors in Europe, Asia and Latin America, Schwab International Services maintains locally registered Schwab affiliates — Charles Schwab, Hong Kong, Ltd. and Charles Schwab, U.K., Limited — as well as an office of Charles Schwab & Co., Inc. in Coral Gables, Florida.

(0509-9014)