Charles Schwab Redesigns Its Educational Website,, with Enhanced Navigation and an Updated Look

New Design Optimizes Site’s Most Popular Features

Wednesday, November 30, 2011 6:00 am PST



Public Company Information:

"In redesigning the site, our goal was to create a resource that would better help people make smart choices with their money."

SAN FRANCISCO--(BUSINESS WIRE)--Charles Schwab & Co., Inc. has announced the redesign of its award-winning educational website, Originally launched in April 2007, the personal finance website now offers a more contemporary look, more intuitive navigation and improved integration with social media.

"We created for people who want to learn or teach the ABCs of personal finance," said Carrie Schwab-Pomerantz, senior vice president of Charles Schwab & Co. and president of Charles Schwab Foundation. "The new design and improved navigation now make it easier for people to find the information, tips and tools they’re looking for, in one simple click from the home page.”’s most popular destinations are now featured more prominently on the home page:

  • Ask Carrie: The Personal Side of Money, Carrie Schwab-Pomerantz’s weekly column, in which she shares her perspective as a daughter, wife and mother, answering readers’ questions on everyday financial challenges and opportunities.
  • The Financial Fitness Quiz, a one-minute interactive tool that provides a financial health check-up, shows users how they compare to their peers and offers easy-to-follow next steps.
  • Money Mondays™, popular weekly tips for young adults in their 20s and 30s.

The website’s practical guidance, tools and easy-to-use calculators are all designed to help people gain critical knowledge about making financial choices at any age. Additionally, with the Schwab MoneyWise Facebook feed streaming on the site’s home page, users have immediate access to a social community where they can share personal experiences and get up-to-date money management tips.

“People visiting will find advice that’s relevant to their current life-stage, whether it’s getting a first job, buying a home, getting married, or planning for retirement,” said Schwab-Pomerantz. “In redesigning the site, our goal was to create a resource that would better help people make smart choices with their money.”

About Charles Schwab

The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with more than 300 offices and 8.5 million client brokerage accounts, 1.5 million corporate retirement plan participants, 774,000 banking accounts, and $1.68 trillion in client assets. Through its operating subsidiaries, the company 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; 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 mortgage services and products. Charles Schwab Foundation is a nonprofit, private foundation, classified by the IRS as a charity under section 501(c),(3) of the Internal Revenue Code. The Foundation is neither a part of Charles Schwab & Co., Inc. (member SIPC) nor its parent company The Charles Schwab Corporation. More information is available at and (1111-7523)


Charles Schwab & Co., Inc.
Sarah Bulgatz, 415-667-0328
Karen De Groot, 310-659-5380

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