Financial wellness for everyone.

Everyone's journey to financial wellness looks different. Schwab's flexible approach meets your participants where they are, using three building blocks to help them achieve their financial goals.

Employees who like to do things on their own

Manage and trade your own investments.

Powerful yet easy-to-use tools that help employees navigate the market.

Tools and Solutions:

  • Tutorial videos
  • Educational webinars
  • Online screeners and calculators
  • Investment research and ratings
  • Expert market commentary

Employees who like some guidance

Automated investing and professional guidance.

Automated investing and the option to choose our premium service, which adds unlimited 1:1 guidance from CERTIFIED FINANCIAL PLANNER™ professionals.

The Equity Award Consultation Team (EACT)* at Schwab is made up of Financial Consultants who have specialized training in equity awards.

Resources and solutions:

  • Schwab Intelligent Portfolios®
  • Schwab Intelligent Portfolios Premium™
  • Equity Awards Consultation Team

Executives and employees with complex financial needs

Plan and invest with an advisor.

Personalized guidance to support investing, wealth management, and retirement and estate planning.

Solutions:

  • Schwab Private Client™
  • Schwab Advisor Network®
  • Schwab Managed Portfolios™
  • Managed Account Select®
  • Windhaven® Strategies
  • ThomasPartners® Strategies

Reach out to your Relationship Manager or Client Service Manager for more information on financial wellness resources.

Resources from Schwab.

  • The Knowledge Center: helps teach successful investing, as well as estate and retirement planning, at any age.
  • Articles
  • Tutorial videos
  • Tools
  • Workshops and webinars
  • Insights & Ideas: features timely news and market commentary on personal financial topics.
  • Media & live programs: including podcasts, webcasts, and On Investing® magazine, contain information employees need, when and where they need it.

To help your employees:

  • Navigate vesting events
  • Understand when and how to exercise their options
  • Learn about investing

Reach out to your Relationship Manager or Client Service Manager for more information on financial wellness resources.

How Schwab helps.

  • Personalized guidance from CERTIFIED FINANCIAL PLANNER™ professionals
  • Financial planning for all types of life events†
  • 300+ local branches
  • Specialized trading help and guidance
  • 24/7 toll-free support

To help your employees:

  • Create a strategy for managing equity awards
  • Manage investing risk
  • Get answers to investing questions

Reach out to your Relationship Manager or Client Service Manager for more information on financial wellness resources.