Advocacy

Stories of advocating for clients and RIAs

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The RIA industry is just getting started.

Schwab is investing beyond custody to help independent RIAs scale what works—fiduciary advice, great client experiences, and the next era of growth.

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Advocacy

Why National Investing Day exists—and why it matters

How National Investing Day is shaping financial empowerment and inspiring people to get and stay invested.

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Advocacy

Building success on and off the course

Schwab’s sponsorship of the Ben Hogan Collegiate shows its commitment to growing young talent—in golf and investing.

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Cyber Security

A task force committed to assisting senior and vulnerable investors

See how Schwab is supporting clients who may be more susceptible to financial harm.

Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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