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.

Video thumbnail

Making a Commitment

Schwab offers its clients more choices and tools to help build and manage their financial future.

Opens in popupRead transcriptfor Making a Commitment

Soft music plays.

Onscreen text:
45 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 Portfolio 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. 

Blonde-haired 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.

Onscreen text: 
Our answers today

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

Onscreen text: 
help investors

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

Onscreen text: 
help employers

The financial advisor stands in the train terminal. 

Onscreen text: 
help advisors

Onscreen text:
Own your tomorrow®

Woman [off-screen]: Today, Charles Schwab is a full-service wealth management leader.

Onscreen text:
Over 14 Million Brokerage Accounts

Woman: A leader in retirement plans and supporting independent providers.

Onscreen text:
Over 4 Million Participants

Woman: In workplace financial services.

Onscreen text:
Over 3,000 Company Stock and Brokerage Plans

Woman: And supporting more independent advisors of all sizes than anyone else.

Onscreen text:
7,500 Advisory Firms

Woman: We're a leader in asset management…

Onscreen text:
Over $480 Billion in Schwab Funds and ETFs*

Woman: …with more total assets than any publicly traded investment firm in America.

A line graph shows asset data trending upward over the course of several years, with peaks in the years 2008, 2013, and 2019. The text "$4.11 Trillion Total Client Assets†" appears in front of the graph's data.

Woman: But we’re most proud of our leadership in client satisfaction, which we strive to deliver to all we serve, every day.

Two J.D. Power awards appear.

Onscreen text:
“Highest in Investor Satisfaction with DIY Self-Directed Services for the second year in a row.”

A group of three more J.D. Power awards joins the first two.

Onscreen text:
"Highest in Retirement Plan Satisfaction in the large plan segment by J.D. Power for the third year in a row."

Onscreen text:
To learn more, visit www.schwab.com.

Schwab brand music plays. The Charles Schwab logo appears.

Onscreen text: 
Own your tomorrow®

Onscreen text:
Except where otherwise noted, all figures are per Charles Schwab & Co., Inc. data as of 06/30/2020.
*Includes holdings in affiliate funds
†From publicly available company records

Brokerage Products: Not FDIC-Insured * No Bank Guarantee * May Lose Value

Investing involves risk, including loss of principal.
The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Bank; Charles Schwab & Co., Inc. (Schwab), Member SIPC (www.sipc.org); and Schwab Retirement Plan Services, Inc. (SRPS). Trust, custody, and deposit products and services are available through Charles Schwab Bank. SRPS is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services. Designated Brokerage Services (DBS) is a division of Schwab.

Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds and Schwab ETFs™. Schwab Funds are distributed by Schwab, Member SIPC. Schwab ETFs™ are distributed by SEI Investments Distribution Co. (SIDCO). CSIM and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO.

Charles Schwab received the highest numerical score in the DIY segment of the J.D. Power 2019–2020 U.S. Self-Directed Investor Satisfaction Studies of investors' satisfaction who use self-directed investment firms. Visit jdpower.com/awards.

Charles Schwab received the highest numerical score in the large plan segment in the J.D. Power 2018–2019 and tied in the 2020 U.S. Retirement Plan Participant Satisfaction Studies of participants’ satisfaction with their retirement plan provider. The 2020 study was based on 10,159 responses from retirement plan participants surveyed in February and March 2020. Your experiences may vary. Visit jdpower.com/awards. "Charles Schwab" is Charles Schwab & Co., Inc. for purposes of this award.

©2020 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0820-0CTS)


What we do

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

Three Options

  • Retirement Services

    More than a 401(k).

    Get customized retirement options to fit any type of need, from comprehensive plan services to stand-alone, flexible services like providing custody of plan assets.

  • 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.

  • Employee Monitoring

    Protect your business and your employees.

    Get integrated compliance solutions that can help put ethical culture at the center of your business.

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.