Two women

Becoming a Schwab franchise owner.

This is your transition to franchise ownership, and we're in it together.

Becoming a Schwab franchise owner could be the biggest career move you ever make, and Schwab will be there with you every step of the way. We'll work closely with you and your team to map out a transition plan. Everyone's transition is different, so we'll make sure your plan is right for your situation and your needs.

Two people shaking hands

Testimonial quotes

  • "The transition team did a fantastic job of moving our client relationships over to Schwab. They went above and beyond the call of duty in making sure that it was a thorough job."

    Nate Farnell, Schwab franchise owner, Truckee, CA

  • "Schwab helped move some of my existing clients to the franchise model, and they helped with marketing, technology, systems support, training—it was a very extensive support system that was in place from day one."

    Eric Johannes, Schwab franchise owner, Davenport, IA

  • "Schwab's management, our transition team, our real estate team just did a phenomenal job—really made my life pretty easy."

    Lonnie Struckman, Schwab franchise owner, Sioux Falls, SD

In six steps, you'll have your own Schwab branch.

1. Evaluate the opportunity

A franchise sales director works to understand your situation, what you're looking to change, and what you want for the future.

Advisor and client sitting at a desk

2. Meet Schwab partners

You'll get to know our team, and we'll get to know yours. We'll introduce you to specialists who will support you and your clients and answer any questions you have.

Advisor speaking with clients

3. Define your market

We'll analyze your market's household and asset opportunities—along with Schwab's market share—to define your territory. All existing and new account leads in your territory will be assigned to your branch. Additionally, Schwab will seed your new franchise with a select group of Schwab clients to support you in your transition.

Overhead view of a neighborhood

4. Select your location

Schwab's real estate team will help you select a location based on traffic flow, retail footprint, and brand positioning opportunities. We'll handle lease negotiations, construction, and other related details. And the cost of your build-out will be distributed over the first five-year term of your franchise.

Two people inspecting an office

5. Transition to Schwab

Your transition manager will lead a team of specialists in executing your unique transition plan, which will include a robust training program, help with client conversions, ACAT tracking, and more. You'll even have access to regional specialists who will provide ongoing support to help you meet your clients' needs and plan for future growth.

Three people sitting at a desk

6. Open your branch

As your opening date approaches, your franchise marketing consultant will help you plan and execute your grand opening event. We'll also help with your marketing strategy that lets everyone know you're the new face of Schwab in your community. Once your doors are open, your marketing consultant will stay on to help you leverage the Schwab brand, cultivate your local market, and grow your business.

A Schwab office

This advertising, and the franchise sales information within it, is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington, and Wisconsin. If you are a resident of one of these states or if you wish to operate a franchise in one of these states, we will not offer you a franchise unless and until we have complied with any applicable presale registration and disclosure requirements in that state.

©2022 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

211 Main Street, San Francisco, CA 94105 (877-520-6470)
MN Franchise Registration Number: F-6699