Charles Schwab

With 7.13 trillion in assets under management, Charles Schwab is one of the largest investment firms in the United States. It’s on a mission to help people own their tomorrow through a variety of investment options.

Projects

  • Contact Us

    From phone numbers to find a branch to Chairman Circle Investors (10 million+), I led the contact us experience.

  • Alerts

    With more than 70 alerts, the new alerts hub experience was due for an update to the information architecture and UI design.

  • Preferences

    Paperless Enrollment concentrated on making it easier to receive important documents in just a few clicks via email.

Case study

The Paperless Enrollment experience is available as a case study to further understand how this experience was optimized to be easier to use.