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Through Institutional Services, Schwab provides a wide range of "business-to-business" financial services, including retirement, stock plan, corporate brokerage and mutual fund clearing services plus support for independent investment advisors.
Institutional Services includes:
- Advisor Services, which provides the technology, products, programs and resources that more than 6,000 independent investment advisors need to run their firms more efficiently and serve their clients.
- Retirement Plan Services, which manages bundled retirement plans for thousands of employers representing more than 1.5 million retirement plan participants.
- Corporate Brokerage Services, which handles all brokerage-related corporate services, including stock plan services, designated brokerage, mutual fund clearing and investment-only sales to employers.
- Retirement Business Services, which serves retirement advisors and independent recordkeepers.
We have a reputation for offering high-quality service plus scalable and customizable technology that helps employers be more efficient. We’re also known for our commitment to working with employers to help their employees achieve financial fitness – both inside and outside their retirement and equity compensation accounts.
What Our Employees Say...
 We're a constant figure for our clients throughout their relationships with the company. We understand the unique challenges and issues our clients face, and we strive to help them make the best decisions in the face of those challenges. When you have a company with upwards of 7,000 employees... you don't necessarily know the level of financial fitness of all your employees. It's pretty exciting to give retirement plan participants the opportunity to pick up the phone and call us as oppsed to just making a random choice from the phone book.
Melissa Sandberg, Retirement Services in Austin, TX
 When I first began working with Advisor Services, the company was full of positive energy and I was surrounded by people who loved what they did—something I hadn’t experienced at previous companies. My manager’s dedication to the vision and values of the firm was foremost in every decision he made and he instilled that in everyone who worked for him. Over the years, I’ve had many opportunities to grow and advance my career with Schwab. For me, what sets Schwab apart is the professionalism, respect and personal connection to every member on the team. I have done the best work of my career here, and I look forward to many more years of it.
Christine Harrington, Senior Manager in Denver
Disclosure: Schwab Advisor Services is a division of Charles Schwab & Co., Inc. and provides back office and other services to independent investment managers. Charles Schwab & Co., Inc., ("Schwab"), a registered broker-dealer, provides investment brokerage and custody services.
(0308-5234)
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