At Charles Schwab, our vision is to be the most trusted leader in investment services.

To achieve this long-term vision, we know we must meet the high expectations that our employees, clients, stockholders, and the public have of us. We do this not only through the services we provide, but also by seeking to bring our purpose and values to life, conducting our business with integrity, and actively engaging with the many stakeholder groups that help drive our ongoing success. As a responsible organization, we seek to operate in ways that advance individuals and economies, investing in programs across several key areas:

Access to investing

Offering innovative, low-cost investment products, services and advice aimed at helping more Americans successfully build wealth.

Financial education

Helping people of all ages and backgrounds to understand the fundamentals of how to successfully manage their financial lives.

Corporate giving and volunteer service

Providing a variety of programs to help employees give to their communities and contribute to causes that are important to them.

Investing in our people

Striving to inspire and empower our employees to own their futures.


Investing in the communities in which we work and live.

Environmental stewardship

Pursing operational practices that are good for the environment, clients, employees, and our business.


Protecting our clients’, employees’ and stockholders' assets.

Public policy and governance

Advocating for investors and those who serve them, and adhering to the highest standards of ethical conduct.

Schwab’s Corporate Citizenship

Download a comprehensive PDF version of Schwab’s work across our eight areas of investment.

Investing has the power to transform people’s lives

By doing what we do, we help people build wealth. Wealth creation helps individuals and families achieve their potential. It turns aspiration into reality. It lets people control their future and improve prospects for future generations.

Investing also has positive impacts beyond individuals. When people invest, it helps businesses grow and economies expand. This helps provide for more jobs and better incomes. Those enhance the ability for communities to invest in services and infrastructure, which boosts the well-being of citizens. Investing is part of how communities and economies thrive, and society benefits as a result.

Building wealth is not just for the wealthy. By doing what we do the way we do it – making investing more widely accessible, breaking down barriers like high costs and complexity, improving efficiency – we believe we create the opportunity for more people to access the tools to build wealth and achieve better outcomes in the future.

Our responsibility as a corporate citizen goes beyond the value we provide by serving clients, so we conduct our business in ways that make a positive impact on our employees and the communities where we live and work.

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

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.) Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.