Charles Schwab

The Charles Schwab Corporation, based in Walnut Creek, CA, offers a comprehensive suite of brokerage, banking, and financial advisory services through its subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc., provides a variety of investment services, including brokerage accounts, while its banking subsidiary, Charles Schwab Bank, delivers deposit and lending services.

Committed to client transparency, Schwab provides Client Relationship Summaries detailing services, fees, and obligations in both broker-dealer and advisory relationships. The firm emphasizes customer security with its Schwab Security Guarantee and informs clients about potential investment risks associated with its products and services.

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