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Designated Brokerage
As a dedicated provider of objective guidance and financial services, Schwab is committed to meeting the high standards that compliance departments demand.
Schwab can help you more efficiently monitor your employees’ trading activity. You will have access to leading technology and a wide range of services to benefit both your compliance department and your employees.
Minimize potential conflicts of interest with an enhanced trade confirmation review process.
Our data-exchange software streamlines employee personal trade surveillance and helps you automate the review process, eliminating paper trade confirmations. Experience an online demonstration of
our technology at www.schwabdesignatedbrokerage.com/schwablink.
Dedicated teams of technology, operations and relationship managers provide ongoing support and services.
Feel confident about the offering to your employees at preferred rates, if applicable. Provide them access to objective guidance and advice, as well as the full spectrum of Schwab services from brokerage to wealth management.
To learn more, please contact a Client Development Officer at
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The Charles Schwab Corporation (Charles Schwab) provides services to retirement and other benefit plans and participants as well as equity compensation plan services and other financial and retirement services to corporations and executives through its separate but affiliated companies and subsidiaries, Schwab Retirement Plan Services, Inc.; The 401(k) Companies, Inc. and its subsidiaries; Charles Schwab Trust Company, a division of the Charles Schwab Bank; and Charles Schwab & Co., Inc. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Deposit and lending products and service are offered by Charles Schwab Bank, member FDIC and an Equal Housing Lender.