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• Dedicated Support

Designated Brokerage Dedicated Support

A dedicated relationship manager serves as your ongoing point of contact, coordinating Schwab services to facilitate your compliance process and assist your employees. Your Relationship Manager:

• Helps select services to support your company and employees
• Designs an employee communication plan to promote program benefits and streamline account opening
• Coordinates with your dedicated Schwab support teams to provide solutions for operational, reporting and technical issues

Operations and Technical Teams

• A dedicated support team provides operational services and ensures accurate maintenance of your employees accounts.
• SchwabLink and schwabinstitutional.com specialists provide technical support and are available via a toll free number.

Financial Services for Employees

At Schwab, you and your employees have access to Schwab's wide range of valuable resources, tools and advice services in addition to exclusive corporate benefits. We customize and coordinate a package of services that can help your employees achieve their financial goals. Features include:

• Simple steps to help employees transition their accounts to Schwab
• Preferred rates on planning and advice services and invitations to local investor education workshops
• A customized web site and compelling enrollment materials that describe your preferred program benefits
• A streamlined process for obtaining and maintaining account authorization to accurately identify employee accounts
• Toll-free phone and email access to a dedicated service team as well as personal assistance from Financial Consultants in any of our 300 Investor Centers