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Privacy Center / Privacy Overview

Original document

LAST VERIFIED 2026-10-01

Attention points

22 TO CHECK

Pointers to disclosures this policy may not clearly make, checked against major privacy laws. This is a heuristic — not legal advice, and not a finding that anything is missing or unlawful.

GDPR / UK-GDPR

0/13 ADDRESSED
  • Who controls your data (identity & contact of the data controller)GDPR Art. 13(1)(a)
  • Data Protection Officer contactGDPR Art. 13(1)(b)
  • The legal basis for using your dataGDPR Art. 13(1)(c)
  • Legitimate interests relied on (where that is the basis)GDPR Art. 13(1)(d)
  • Who your data is shared with (recipients)GDPR Art. 13(1)(e)
  • International transfers and their safeguardsGDPR Art. 13(1)(f) / 46
  • How long your data is kept (retention)GDPR Art. 13(2)(a)
  • Your data-subject rights (access, erasure, portability, object, …)GDPR Arts. 13(2)(b), 15–21
  • The right to withdraw consent (where consent is the basis)GDPR Art. 13(2)(c)
  • The right to complain to a supervisory authority (e.g. the ICO)GDPR Art. 13(2)(d)
  • Whether providing your data is required, and what happens if you don'tGDPR Art. 13(2)(e)
  • Automated decision-making or profilingGDPR Arts. 13(2)(f), 22
  • Where your data was obtained, if not collected from you (source)GDPR Art. 14(2)(f)

CCPA / CPRA

1/10 ADDRESSED
  • Notice at collection: what categories of data are collected, and whyCCPA §1798.100(b)
  • The business or commercial purposes for collecting/selling/sharingCCPA §1798.110(c)
  • Categories of third parties data is shared/sold toCCPA §1798.115
  • A 'Do Not Sell or Share My Personal Information' option (if it sells/shares)CCPA §1798.135(a)
  • A 'Limit the Use of My Sensitive Personal Information' option (CPRA)CPRA §1798.135(a)
  • Your CCPA rights (know, delete, correct, opt-out, limit, non-discrimination)CCPA §§1798.100–125
  • A non-discrimination promise for exercising your rightsCCPA §1798.125
  • Retention period (or criteria) per category of data (CPRA)CPRA §1798.100(a)(3)
  • At least two ways to submit a request, plus a contactCCPA §1798.130

Current text

Charles Schwab Privacy Center Your trust is the foundation of our relationship Our Privacy Center is designed to introduce you to our privacy practices and notices. Whether you interact with The Charles Schwab Corporation or one or more of our affiliates (collectively, the "firm" or "Schwab") directly as an individual investor, through an investment professional, or through services provided by the firm to your employer, you entrust us with your personal and financial…

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