![]() ![]() Schwab Plan is a digital self-guided financial plan available through that helps investors build a personalized plan that includes a range of factors such as desired retirement age, retirement goals, social security expectations, portfolio risk profile and asset allocation, and various income sources. Schwab Plan Combines Sophisticated Planning with an Easy, Accessible Client Experience “Planning gives investors more confidence about reaching their goals, and it also helps them remain focused on things like saving, portfolio diversification, and staying the course – something that is especially important given this period of uncertainty we’re all in right now.” “Saving and investing for retirement continues to be the most vital goal for investors of all ages, and a plan provides a path that helps people retire the way they want,” says Stephanie King, vice president of Charles Schwab’s planning and portfolio group. With this move, Schwab is now the only large retail brokerage to offer complimentary financial planning to all clients, combined with no account minimums for individual investors 1, zero commission online equity, option and ETF trades 2, and a Satisfaction Guarantee 3. Schwab Plan is available to all Schwab clients with no minimum asset requirement, significantly expanding access to retirement planning to the millions of retail investors that Charles Schwab serves. ![]() Usage will be monitored.Launch of Schwab Plan TM Gives All Schwab Clients a Modern Way to Access a Personalized Financial Plan Regardless of Asset LevelĪs part of its ongoing commitment to democratize access to investing and financial planning, Charles Schwab today announced the launch of Schwab Plan, a free digital financial plan designed to help investors establish and stay on track toward their personalized retirement goals. © 2023 Charles Schwab & Co., Inc. All rights reserved. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. Learn more about our services for non-U.S. residents are subject to country-specific restrictions. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Neither Schwab nor the products and services it offers may be registered in any other jurisdiction. Neither Schwab nor the products and services it offers may be registered in your jurisdiction. Schwab is not registered in any other jurisdiction. ("Schwab") ( Member SIPC), is registered by the Securities and Exchange Commission ("SEC") in the United States of America and offers investment services and products, including Schwab brokerage accounts, governed by U.S. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. 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. Covered calls provide downside protection only to the extent of the premium received. With long options, investors may lose 100% of funds invested. ![]() Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. Investing involves risks, including loss of principal. Certain requirements must be met to trade options through Schwab. Options carry a high level of risk and are not suitable for all investors. Investing involves risk, including loss of principal. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager. 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. ![]() Environmental, Social and Governance (ESG) Investing.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds. ![]()
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