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About Charles Schwab Corporation

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It is on the list of largest banks in the United States by assets. As of December 31, 2024, it had $10.10 trillion in client assets, 36.5 million active brokerage accounts, 5.4 million workplace retirement plan participant accounts, and 2.0 million banking accounts. It also offers a donor advised fund for clients seeking to donate securities. It was founded in San Francisco, California, and is headquartered in Westlake, Texas. It has over 380 branches, primarily in financial centers in the United States and the United Kingdom.
Founded as First Commander Corporation in 1971 and renamed to Charles Schwab & Co. in 1973, the company leveraged deregulation of the 1970s to pioneer discount sales of equity securities. After a flags...

Learn more about banking in United States or compare Charles Schwab Corporation with other banks to find the best banking solution for your needs.

Services & Products

Available Services
Commercial
Wealth Management
Digital & Key Features
Investment
Target Audience
Senior Investor Business

Who is this bank best for?

Ideal for
  • Older customers and retirees
  • Investors and wealth customers
  • Business customers
  • Customers looking for commercial and business banking
  • Customers looking for wealth management

Why This Bank?

Pros
  • Presence in 1 countries
  • Comprehensive banking services
Considerations
  • Fees and requirements may vary by country
  • Account opening requirements depend on location
  • Service availability may differ by region
  • Contact bank directly for specific fee information

Fees & Costs

What you can expect to pay. Fees vary by product and country.

We don't have fee details for this bank yet. Always confirm on the bank's official site.

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Account Opening

What it takes to open an account.

Unknown Requirements vary by country. Check the bank's website.

Typical for United States: ID, proof of address. Confirm on the bank's site.

Who Is This For?

Senior

Special benefits for seniors

Investor

This bank offers services suitable for investors.

Business

Business banking services

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Banking in United States:

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About the Bank

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It is on the list of largest banks in the United States by assets. As of December 31, 2024, it had $10.10 trillion in client assets, 36.5 million active brokerage accounts, 5.4 million workplace retirement plan participant accounts, and 2.0 million banking accounts. It also offers a donor advised fund for clients seeking to donate securities. It was founded in San Francisco, California, and is headquartered in Westlake, Texas. It has over 380 branches, primarily in financial centers in the United States and the United Kingdom. Founded as First Commander Corporation in 1971 and renamed to Charles Schwab & Co. in 1973, the company leveraged deregulation of the 1970s to pioneer discount sales of equity securities. After a flags...

Sources & disclaimer

Independent information page. We are not affiliated with Charles Schwab Corporation or any other bank. All trademarks belong to their respective owners. Data is compiled from official bank websites, financial regulators, Wikipedia, and OpenStreetMap. Fee and eligibility details can change; always confirm on the bank's official site before opening an account.

Last updated: March 29, 2026 · For information only; not financial, legal, or tax advice. Full disclaimer