Employees expect more from their benefits. We'll help you deliver.

Whether you seek a fresh approach to stock or retirement plan options or need to reduce risk with an employee-monitoring program, Workplace Financial Services has answers. We have a wide range of products, services, and support to help businesses meet the expectations of today's workforce.

What we do

More than 50 years ago, Charles Schwab made a commitment to individual investors. We've been making that commitment to employers and independent advisors every day.

Soft music plays.

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Over 50 years ago
Schwab made a commitment
to individual investors.

We've been making that
commitment to employers
and independent advisors.

Every day.

Man [off-screen]: Cameras ready? In four, three, two…

Energetic music plays.

A woman in a newsroom walks past the cameras to the main news desk. Someone checks the sound equipment as the woman is fitted with a body mic on her blazer. The ceiling lights in the lobby of a Schwab building turn on. In the newsroom, an employee signals the woman that they're about to roll the cameras. The sound equipment is adjusted one last time as an "ON AIR" sign lights up. People wearing headsets behind the scenes check that the equipment is running smoothly for the woman about to be recorded: Liz Ann Sonders.

Liz Ann [onscreen]: Investing should never, ever be about a moment in time. Investing should always be a process over time.

Fog rolls over an urban park at sunrise. A man unlocks a revolving door, and the lights in a Charles Schwab branch office come on. A suburban house stands in the sunlight, and inside a man is tying his tie. He speaks with his wife.

Husband: My brother called.

Wife: Oh really? How is he?

Husband: He's retiring.

They stand at the kitchen island. The wife takes off her glasses.

Wife: Wow, nice for him.

Husband: Yeah, but what about us?

They stand silently for a moment, looking at each other.

A hospital admin walks down the stairs of Metropolitan General Hospital with a Schwab representative. They continue talking while walking down a hallway.

Hospital admin: What are my peers doing with their 401(k) plans? What's going on out there? Are we competitive?

People ride bikes outside an office building while others walk up the stairs inside. A company representative approaches the entrance with two Schwab reps. An employee in the lobby looks up from his computer, and a woman somewhere inside the office is giving a presentation. The company rep and Schwab reps sit on sunlit couches in a common area talking.

Company rep: In tech, getting talent is the name of the game, and our stock plan is key. How can you help us?

A young man hugs a woman before getting into the back of a car. He types on his phone while facing the open window, and then video-calls a Schwab Intelligent Portfolios Premium advisor.

Young man: If I want to buy a house in, say, five years, what do I need to do today?

A financial consultant in a suit walks onto a train, sits down, pulls out his computer, and begins typing an email to his Schwab advisor.

Financial consultant: My advisory firm is growing. How can Schwab help me spend more time with my clients?

A blonde-haired man unrolls a building plan inside a space that is being renovated. Two Schwab reps walk up to him and shake his hand. The man then goes on a walk with one of the reps to chat.

Man: I put a lot on the line going independent. You guys really going to have my back?

A gray-haired man walks down a city street with dozens of other people and boards a ferry, with the city shoreline in the background. He stands by the railing while talking into an earpiece.

Gray-haired man: I'm looking for core products for my client's 401(k). Something with a track record.

The Schwab rep sits across from the company rep in the sunlit common area and answers his question with confidence.

Schwab rep: We have lots of ways to help.

The Schwab rep walking down the hallway with the hospital admin responds to her question.

Schwab rep: We can help you with that.

The Schwab rep meeting with the blonde-haired man answers his question.

Schwab rep: We are here to support you.

The music swells as an aerial view of a suburban area appears.

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Our answers today

The husband and wife stand close together in front of their house.

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help investors

The hospital admin stands with her arms crossed in the hospital hallway.

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help employers

The financial advisor stands in the train terminal.

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help advisors

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Own your tomorrow®

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The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries.

©2023 The Charles Schwab Corporation. All rights reserved. (0823-3WKT)

Three Options

  • Retirement Services

    More than a 401(k).

    From comprehensive plan services to standalone services, our customized retirement options are tailored to your goals—like attracting top talent or supporting your executives.

  • Stock Plans

    Taking ownership.

    Get help with equity awards and stock purchase plans that give employees the support they want and your business the flexibility it needs.

  • Designated Brokerage Services

    Employee personal trade monitoring made simple.

    Effective personal trade monitoring requires powerful technology and strong support—and with Schwab Designated Brokerage Services, that’s exactly what you get.


Financial wellness at work.

Get employees engaged in planning for their financial futures. It starts with an integrated, personal, action-oriented approach.

Financial Wellness

Talk with us about all the options available to your business.