Plan Dashboard ... Plan Dashboard

Once you have opened an account with Charles Schwab, log in to thinkorswim Web to access essential trading tools and begin trading on our web-based platform.

New for Schwab clients: Access the most requested forms, contact details, FAQs, and more—no login required. Once you do log in, expect the same client experience you have come to rely on.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab …

Schwab Intelligent Portfolios offers automated investment management services to help you achieve your financial goals.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles …

Access and manage your retirement plan securely through Schwab's Plan Dashboard.

See what trends the Plan Health Dashboard reveals about your plan and participants, then use Plan Analytics to dive deeper into the data.

Schwab Intelligent Portfolios ® and Schwab Intelligent Portfolios Premium ® are made available through Charles Schwab & Co. Inc. ("Schwab"), a dually registered investment advisor and …

Your account summary can be customized to your preferences, helping you get a better overview of your total value, open accounts, positions, and more.

Need help? Call Advisor Platform Support at 800-647-5465. This site supports Microsoft Edge, Google Chrome, and Mozilla Firefox. For Institutional Use Only ...

The Schwab 529 Plan is a state-sponsored college savings plan administered by Kansas State Treasurer Steven Johnson and made available to you by Charles Schwab & Co., Inc. …

Discover how some of the most popular tools and features of the Schwab Mobile app can help you simplify your financial life.

Log in to securely manage your retirement plan, investments, and savings with Charles Schwab's online portal.