Awards & Recognition

Ameritrade, now part of Charles Schwab, ranked Highest in Investor Satisfaction with DIY Self-Directed Services in the J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study. 

^{TD Ameritrade, Inc. ("Ameritrade") Member SIPC, a subsidiary of The Charles Schwab Corporation (“Charles Schwab”), received the highest score in the do-it-yourself segment of the J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study of investors’ satisfaction with self-directed investment firms. It is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.}

Charles Schwab earned the highest ranking in overall customer satisfaction in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study.

^{Charles Schwab received the highest score in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study, which measures investor satisfaction with full-service investment firms. Visit jdpower.com/awards for more details. The J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee.}

12 Year Winner: Rated a Best Online Broker

IBD recognizes the top four brokers in 20 key performance categories that surveyed investors deemed important.

^{The Third-party accolade was given on January 25, 2024, and is for a 15-month timeframe. The criteria, evaluation, and ranking were determined by Investor’s Business Daily in conjunction with its research partner, TechnoMetrica Market Intelligence. https://www.investors.com/best-online-brokers-2024/ Schwab paid a licensing fee to York Graphic Services, LLC. for use of the award and logos.}

Schwab ranked #1 in the following categories of StockBrokers.com’s annual rankings: Trader App (thinkorswim), Desktop Stock Trading Platform (thinkorswim), Bond Research, Research, High Net Worth Investors.

_{StockBrokers.com Annual Awards 2024 was given on January 23, 2024. The criteria, evaluation, and ranking were determined by StockBrokers.com. Companies were assessed in StockBrokers.com’s 8 Primary Categories: Commissions & Fees, Investment Options, Platforms & Tools, Research, Mobile Trading, Education, Ease of Use, and Overall. See 2024 Annual Awards page for more information.}

Awarded by Fortune^®.

Awarded by Fortune^®.

^{From Fortune. ©2023 Fortune Media IP Limited. All rights reserved. Used under license.}

^{Forbes Best Customer Service 2024 was given on November 16, 2023, and expires January 2, 2025, The criteria, evaluation, and ranking were determined by Forbes partnered with HundredX.  See here for more information. Schwab paid a licensing fee to Forbes for use of the award and logos.}

For the second year in a row, Schwab Bank, now the 11th-largest U.S. bank by deposits, took top honors in the banking category. With an overall trust rating of 87.4, it also came on top as the most trusted financial company in the U.S. across all eight business categories.

Charles Schwab was also named one of the most trusted investment firms, with consumers ranking Schwab among the top two most trusted financial companies across four categories – ETF/Fund Company, Online Broker, Wealth Management and Banking.

^{The IBD Most Trusted Bank award was given to Charles Schwab Bank on September 20, 2024, and is licensed for a 15-month timeframe. The criteria, evaluation, and ranking were determined by Investor's Business Daily in conjunction with its research partner, TechnoMetrica Market Intelligence, and was based on consumer surveys conducted in 2024. Schwab paid a licensing fee to York Graphic Services, LLC. for the use of the award and logos.}

Schwab Bank ranked highest in Customer Satisfaction with Checking Accounts from Direct Banks for the 6th Year in a Row

^{Charles Schwab received the highest score in the checking segment of the J.D. Power 2019–2024 U.S. Direct Banking Satisfaction Studies, which measures overall satisfaction with direct branchless banks. Visit jdpower.com/awards for more details. The J.D. Power 2024 U.S. Direct Banking Satisfaction Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee.}

Schwab Bank ATM, NerdWallet's 2024 winner for Best Bank or Credit Union with ATM Access 

^{Bank or Credit Union with ATM Access, is based on a review done in October 2022. The criteria, evaluation, and ranking were determined by NerdWallet. Click here for more information}

^{From Kiplinger's Personal Finance. ©2023. The Kiplinger Washington Editors. All rights reserved. Used under license. Kiplinger’s Reader’s Choice Awards 2023: Internet Banks was awarded in May 2023. The criteria, evaluation, and ranking were determined by Kiplinger’s. https://www.kiplinger.com/personal-finance/kiplinger-readers-choice-awards. Schwab paid a licensing fee to Kiplinger’s Personal Finance for use of the award and logos.}

Charles Schwab was ranked highest—3 out of the last 4 years. In 2024 the overall score of 753 out of 1000 was 50 points above industry average. It also scored highest in the categories of navigation, visual appeal, and information/content.

^{For J.D. Power 2024 award information, visit jdpower.com/awards. Use of study results in promotional materials is subject to a license fee.}

Charles Schwab received the most Best in Class awards for 7 years in a row, which is nearly 2X more than the nearest qualifying plan provider, as rated in the 2023 PLANSPONSOR^® Defined Contribution (DC) Survey.¹

^{PLANSPONSOR award was given on February 15, 2024. The criteria, evaluation, and ranking were determined by PLANSPONSOR. See https://www.plansponsor.com/research/2023-best-class-dc-providers/?pagesec=4#Methodology for more information. A licensing fee has been paid to PLANSPONSOR for the use of the award logo, however Schwab did not pay any fees to be considered for the award.}

Schwab Intelligent Portfolios is NerdWallet's 2023 winner for Best Robo Advisor IRA Investing 2023.

^{The award for Schwab Intelligent Portfolios, one of NerdWallet’s 2023 winners for Best Robo Advisors, is based on a review done in October 2022. The criteria, evaluation, and ranking were determined by NerdWallet. Click here for more information.}

Charles Schwab ranks #1 in retail investor digital experiences for mobile and #2 for website.

^{Charles Schwab leads in mobile and takes second in website rankings in Corporate Insight’s 2024 Brokerage Experience Benchmarks, which evaluate the individual investor experience offered by 20 leading brokerage websites and mobile apps. This research was independently conducted by Corporate Benchmarks’ analytical frameworks are built on over 25 years of research to provide a clear view of how the nation’s top brokerage websites and mobile apps stack up against one another in terms of functionality, design, navigation, and usability. Schwab paid a licensing fee to Corporate Insight for use of the award and logos.}

^{U.S. News & World Report’s Best Investing Platforms award was given on 04/08/2024 and is for 2024-2025. The criteria, evaluation, and ranking were determined by U.S News & World Report. See https://money.usnews.com/investing/best-brokers/methodology for more information. Schwab paid a licensing fee to U.S News & World Report for use of the award and logos.}

Schwab scored 100 on the 2024 Disability Equality Index.

Schwab Asset Management was recognized.

Schwab has been recognized since 2012.