Estate planning
Having an estate plan can help give you peace of mind today and make things easier for the people you care about later.
Start here
A clearer path into the tools, guidance, and conversations that matter most.
Review beneficiaries
Keep account details and beneficiaries up to date.
Explore trusts and wills
Understand which planning tools fit your family.
Talk with a specialist
Get guidance on next steps with a clearer starting point.
Accounts
The live client home highlights popular Schwab account types. This redesign keeps those familiar entry points, but gives them stronger contrast and cleaner scanning.
Retirement
Move an old 401(k) into an IRA and keep your retirement savings in one place.
Learn more →Retirement
Save for retirement with after-tax dollars and tax-free withdrawals if eligible.
Learn more →Retirement
Build tax-deferred retirement savings with a flexible IRA account.
Learn more →Market news
This section keeps the same editorial mix as Schwab’s live site: timely market headlines, context for investors, and a cleaner reading path into deeper research.
Featured story
A cleaner story card for the softer-dollar theme and what it could mean for global stocks, exports, and portfolio positioning.
Read article →
Schwab network
The redesign packages geopolitical headlines with a calmer hierarchy so the update feels informative without becoming visually noisy.
Watch clip →
Market insight
A simplified article card for the rate-cut conversation, built to make sector-level ideas easier to scan and compare.
Explore insight →Recommended next steps
The recommendation area stays broad like the live Schwab experience, but the cards are more selective and easier to act on at a glance.
Borrowing
A cleaner entry into Schwab’s mortgage and refinancing path, framed as part of the broader financial picture.
Learn more →
Retirement
A more approachable way to introduce guaranteed income tools without dropping the user into a dense retirement page.
See options →
Guidance
A quieter recommendation for getting help, with a stronger emphasis on the value of speaking with an advisor.
Get started →Recognition
StockBrokers.com
#1
2026
StockBrokers.com
#1
2026
StockBrokers.com
#1
2026
Why this redesign works
The redesign keeps Schwab’s breadth, but gives it a stronger sense of order so investing, planning, and learning all feel easier to navigate.
Important actions, account protection, and trust messaging are surfaced early without clutter.
Primary paths are clearer: invest, plan, learn, and get advice without navigating a crowded page.
Dark surfaces, restrained color, and strong spacing make the experience feel more current and focused.