Charles Schwab Ranks Highest in U.S. Self-Directed Investor Satisfaction in 2015 J.D. Power Study

Schwab Achieves Highest Scores in Overall Interaction and Account Offerings

Tuesday, May 26, 2015 6:00 am PDT



Public Company Information:

"We’re continually improving the quality of our interactions and expanding what we offer, bringing investors the resources, tools, products, and people they need to be successful investors backed by the commitment to drive down costs wherever we can."

SAN FRANCISCO--(BUSINESS WIRE)--Charles Schwab has received the highest ranking in overall satisfaction nationwide in the 2015 U.S. Self-Directed Investor Satisfaction StudySM from J.D. Power. With an index score of 801 on a 1,000-point scale, Schwab scored 38 points above the overall satisfaction industry average, and received the highest scores in the areas of interaction and account offerings.

Charles Schwab President and CEO Walt Bettinger said, “In announcing their latest rankings, J.D. Power emphasized that being a self-directed investor doesn't mean going it alone, and that self-directed investors really do want a relationship with their firm that includes access to do-it-yourself tools and resources as well as help and guidance and superior service when you need it. That couldn’t be truer at Schwab.” Bettinger continued, “We’re continually improving the quality of our interactions and expanding what we offer, bringing investors the resources, tools, products, and people they need to be successful investors backed by the commitment to drive down costs wherever we can.”

Last month, Schwab received an index score of 810 and tied for third nationwide in the J.D. Power 2015 U.S. Full-Service Investor Satisfaction Study™, the two scores reflecting the company’s breadth of capabilities across the range of investor preferences.

At the end of the first quarter, Schwab had attracted approximately 178,000 new brokerage accounts, up 9% from the year-earlier period; total brokerage accounts stood at 6.7 million. The company now serves more than $2.5 trillion in client assets through multiple channels 24/7, including 325 branches and provided over 100,000 planning consultations with clients in 2014.

The official J.D. Power press release can be viewed here.

About Schwab

At Charles Schwab we believe in the power of investing to help individuals create a better future. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, championing our clients’ goals with passion and integrity.

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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,, and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at and

For funds, investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling Schwab at 1-800-435-4000 or by visiting Please read the prospectus carefully before investing.

*Conditions Apply: Trades in ETFs available through Schwab ETF OneSource™ (including Schwab ETFs™) are available without commissions when placed online in a Schwab account. Service charges apply for trade orders placed through a broker ($25) or by automated phone ($5). An exchange processing fee applies to sell transactions. Certain types of Schwab ETF OneSource transactions are not eligible for the commission waiver, such as short sells and buys to cover (not including Schwab ETFs). Schwab reserves the right to change the ETFs we make available without commissions. All ETFs are subject to management fees and expenses. Please see pricing guide for additional information.

©2015 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

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Charles Schwab
Alison Wertheim, 415-667-0475

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