Charles Schwab Named Best Investing Platform Overall by U.S. News
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Schwab also recognized as Best Investing Platform for stock, options and forex trading
“We are honored to be named by
As Schwab completes its integration of Ameritrade this year, the combined firm with more than
- Schwab Trading Powered by Ameritrade™, a full ecosystem of trading support with robust platforms including thinkorswim®, Schwab.com, and Schwab Mobile; educational content for a range of investors and traders; and support from professional trading specialists.
- Services designed to make investing easier and more accessible including Schwab Stock Slices®, Schwab Investing Themes™, and Schwab Starter Kit®.
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A range of advice and wealth management solutions from automated investing to dedicated advice, with approximately
receiving ongoing advisory services in Schwab Investor Services through the end of 2023 and 100,000+ financial plans provided on an annual basis.$580 billion
- Industry-leading client service that enables clients to engage with an investment professional anytime by phone or chat 24/7, in addition to support from a range of specialists, as well as the Schwab Satisfaction Guarantee, which states that, if for any reason a client is not completely satisfied, Schwab will refund any eligible fees or commission*.
- A network of 400+ branches and teams of financial consultants across the country to support investors and traders in their communities.
The 2024 U.S. News Money Awards press release can be viewed here.
Over 1,800 points of data were collected for 36 investing platforms under five factors: fees, product and account offerings, usability, research and tools, and customer support. For certain categories, additional data points were collected; for instance, robo advisors were evaluated for factors such as access to human advisors and tax strategy availability, and cryptocurrency trading platforms were graded based on number of coins available and transferability to external wallets.
The
About Charles Schwab
At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.
More information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube and LinkedIn.
Disclosures:
*Schwab Satisfaction Guarantee: If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. ("Schwab"), Charles Schwab Bank, SSB ("Schwab Bank"), or another Schwab affiliate, as applicable, will refund any eligible fee related to your concern. Refund requests must be received within 90 days of the date the fee was charged. Two kinds of "Fees" are eligible for this guarantee: (1) "Program Fees" for the Schwab Wealth Advisory ("SWA"), Schwab Managed Portfolios™ ("SMP"), Schwab Intelligent Portfolios Premium® ("SIP Premium"), and Managed Account Connection® ("Connection") investment advisory services sponsored by Schwab (together, the "Participating Services"); and (2) commissions and fees listed in the Charles Schwab Pricing Guide for Individual Investors or the Charles Schwab Bank Pricing Guide.
For more information about Program Fees, please see the disclosure brochure for the Participating Service, made available at enrollment or any time at your request. The Connection service includes only accounts managed by Charles Schwab Investment Management, Inc., an affiliate of Schwab. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Schwab or managed by Schwab-affiliated advisors outside of the SWA, SMP, SIP Premium, and Connection services.
The guarantee is only available to current clients. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. No other charges or expenses, and no market losses will be refunded. Other restrictions may apply. Schwab reserves the right to change or terminate the guarantee at any time.
Charles Schwab & Co., Inc. ("Schwab") and TD Ameritrade, Inc.(“Ameritrade”), members SIPC, are separate but affiliated subsidiaries of The Charles Schwab Corporation.
0424-VDWW
View source version on businesswire.com: https://www.businesswire.com/news/home/20240408124208/en/
Meredith Richard
Charles Schwab
646-343-7419
Meredith.Richard@schwab.com
Source: The Charles Schwab Corporation
FAQ
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