Schwab Investor Service

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Schwab Investor Services is a subsidiary of the Charles Schwab Corporation. Charles Schwab Corporation, through its operating subsidiaries, provides securities brokerage and financial services to individual investors and the independent investment advisors who work with them. With more than 7 million individual investor accounts and more than $1 trillion in client assets, The Charles Schwab Corporation is one of the nation's largest financial services firms. Its subsidiary Charles Schwab & Co., provides a complete range of investment services and products, including an extensive selection of mutual funds; financial planning and investment advice; retirement plans; referrals to independent fee-based investment advisors and through Schwab Institutional, a division of Charles Schwab & Co., that offers custodial, operational and trading support for independent fee-based investment advisors. The corporation's subsidiary Charles Schwab Bank, N.A. provides banking and mortgage services and products. The corporation's subsidiary Schwab Corporate Services provides services to retirement plan sponsors and participants. The corporation's other operating subsidiaries include U.S. Trust Corporation and CyberTrader, Inc. Charles Schwab Investor Services is based in San Francisco.