Schwab Investor Services

Schwab Investor Services is focused on the needs of the individual investor, providing access to a complete range of financial products and services including brokerage, banking and insurance. Services are available online, by phone or at a local Schwab branch.

Facts

Headquarters San Francisco
History Charles Schwab and Co., Inc. was launched in 1973 and began offering discount brokerage on May 1, 1975.
Management

Benjamin L. Brigeman, executive vice president

Clients

As of Mar. 31, 2008:

  • Around 7.2 million client brokerage accounts
  • Client assets enrolled in Schwab advisory solutions = $52.8 billion
Locations Operates more than 300 U.S. branches in 45 states, plus a branch each in Puerto Rico and London; serves Hong Kong clients through a subsidiary
Website

www.schwab.com


Products and Services

Individual investors have access to a wide range of financial products, including: stocks and options; mutual funds; bonds and fixed income products; CDs and money markets; banking; insurance and annuities.

 

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 specific financial consultant, who serves as their primary point of contact for utilizing Schwab's services.

 

Additional services include:

  • 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 U.S. dollar portfolios from abroad.
  • Multicultural Services: Schwab serves U.S.-based Asian and Hispanic investors in their preferred languages and cultural styles.
  • Schwab Private Client: Schwab offers a personal advice relationship with a designated financial consultant.

Contact Information

Schwab Investor Services

101 Montgomery Street

San Francisco, CA 94104

Customer Service

(800) 435-4000