Kiplinger\'s Personal Finance - 10.2019

Wealth Management at Charles Schwab

PLANNING | PORTFOLIO MANAGEMENT | INCOME STRATEGIES | BANKING

To learn more about our modern approach to wealth management,

CHAT CALL VISIT visit your local branch, call us, or go to Schwab.com

Charles Schwab Bank received the highest score in the J.D. Power 2019 Direct Banking Satisfaction Study of customers’ satisfaction who have direct banking accounts.

Charles Schwab received the highest numerical score in the DIY segment of the J.D. Power 2019 Self-Directed Investor Satisfaction Study of investors’ satisfaction who use

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For J.D. Power Award information, visit jdpower.com/awards.

From Investor’s Business Daily, January 28, 2019, ©2019 Investor’s Business Daily, Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United

States. The printing, copying, redistribution or retransmission of this Content without express written permission is prohibited. Results based on an Investor’s Business Daily (“IBD”)

and Technometrica survey of 2,762 visitors to the IBD website between November and December 2018. Those individuals were asked to name and rate their primary online broker.

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attributes. For further information on how the ratings were calculated, see IBD’s Criteria and Methodology.

Wealth Management refers to a number of different products and services offered through various subsidiaries of The Charles Schwab Corporation. See Schwab.com/wealth.

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Schwab & Co., Inc. (Schwab), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC

and an Equal Housing Lender), provides deposit and lending services and products. ©2019 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0619-9SSM) ADP107365-

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

“Ranked #1 in Customer Satisfaction with Direct Retail Banking – Charles Schwab Bank”
“Ranked #1 in Investor Satisfaction with DIY Self-Directed Investors – Charles Schwab & Co., Inc.”

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