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What is Charles Schwab?

Easily handle your investments and execute trades with the assistance of Schwab. You have the flexibility to trade a diverse array of financial instruments, including stocks, options, bonds, mutual funds, and ETFs. With Schwab's user-friendly website and mobile app, you can monitor your account effortlessly from any location at any time. The platform provides a comprehensive suite of online tools that aid in screening and evaluating investments, as well as in crafting a personalized financial strategy. Should you require guidance, our team of financial experts is readily available, and you can also access support at a nearby branch. Our trading platforms, whether accessed through the web or mobile devices, are designed to ensure an optimal trading experience. If you aim to enhance your trading skills or venture into new areas, you can connect with a community of fellow trading enthusiasts. With a simple touch, face ID, or your saved passcode, it’s easy to check your portfolio balance, which includes assets beyond what’s held at Schwab, along with your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is straightforward—just take a few pictures. In addition, you can swiftly review your positions and trade various assets like stocks, ETFs, mutual funds, and options, all while benefiting from the latest technological conveniences. Schwab not only simplifies trading but also empowers you to take control of your financial future.

What is Betterment?

Betterment simplifies the management of retirement plans, allowing you to quickly and easily offer your employees an improved 401(k) option while maintaining significantly lower costs compared to many rivals. Serving as your all-encompassing partner, we oversee everything from the initial setup to ongoing management, including reporting and investment strategies, all at some of the most competitive rates in the market. Our customized guidance is specifically designed to help your employees achieve better returns while effectively managing their risk. We assist them in developing a personalized retirement plan, advising on appropriate savings amounts and account types. This approach empowers your employees to take control of their financial futures, which in turn keeps them engaged and productive in their roles. When we evaluated contemporary, user-friendly retirement plans for our team, we found that most existing options were often expensive and overly complex. Therefore, we created our own 401(k) solution by leveraging the capabilities of our retail investing platform, ensuring it caters to the needs of both employers and employees alike. By delivering this innovative solution, we strive to make retirement planning straightforward and accessible for all participants. Ultimately, this initiative reflects our commitment to enhancing financial well-being in the workplace.

Media

Media

Integrations Supported

Utluna
ADP Workforce Now
Ascentis
Bennie
Claritus
Era
Moneytree
Numeric
Obol
PinkLion
ProTracker RMD
Provisian
RightCapital
The Dividend Tracker
Trademetria
TradingDiary Pro
VISE
Workday Financial Management
Workday HCM
Zenefits

Integrations Supported

Utluna
ADP Workforce Now
Ascentis
Bennie
Claritus
Era
Moneytree
Numeric
Obol
PinkLion
ProTracker RMD
Provisian
RightCapital
The Dividend Tracker
Trademetria
TradingDiary Pro
VISE
Workday Financial Management
Workday HCM
Zenefits

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1,644 per 2 employees
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Charles Schwab

Date Founded

1973

Company Location

United States

Company Website

www.schwab.com/brokerage

Company Facts

Organization Name

Betterment

Date Founded

2010

Company Location

United States

Company Website

www.betterment.com/401k/

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