At Charles Schwab, we are champions of investors and those who serve them. Since day one, we’ve set out to challenge the status quo. We are always looking for ways to offer our clients more value and a better experience. We're confident our approach can help people take ownership of their financial futures. Our purpose is to champion every client's goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life, because investing for the future is one of the most important things people can do for themselves and their families. We believe it is critical to the health of our communities and to our society.

We always try to look at the world through our clients’ eyes because we believe our business should be about service, not sales. In fact, if for any reason clients aren’t happy with the service they get, we’ll refund the appropriate fees and work to make things right.

Schwab was built around a simple idea: put the client first. Lots of companies say that, but we work to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth. With our purpose and values as our North Star, we’ve grown from a small discount brokerage to a leading investment services firm, a custodian for independent advisors, and a leader in asset management and retirement planning. Ultimately, everything we do as a company—how we listen, how we solve, how we serve—is focused on helping our clients take ownership of their financial futures.