Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
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MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

Charles Schwab

schwab.comSCHW

Online brokerages and trading appsInvesting and wealth

Money20/20 attendeeS&P 500

Also in the US AI Visibility Study

Statement period
September 23, 2026
when the AI assistants were asked
Account no.
96 of 2,219
its rank by overall score
Place in its category
4th of 20 online brokerages
Closing balance

Named in

19of 60 answers

by 4 of 4 assistants

Statement note

What this means for Charles Schwab

AI assistants name Charles Schwab in 31.7% of answers, which is much more often than the typical company in its sector at 0.8%. It has an overall score of 43 out of 100, ranking 96th of 2,219 overall and 9th of 238 in its sector. Its website passes 3 out of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Charles Schwab by name. AI assistants named it in 19 of the 60 answers. Counting only how often it is named, it ranks 5th of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Overall score
43Overall score
  • Visibility31
  • Citations4
  • Sentiment87
  • Site quality80
  • AI readiness21
Summary of account
Named by AI in
31.7%
19 of 60 answers
Share of mentions
32.2%
of the mentions of it and its 5 peers
AI readiness
3/14
technical checks passed. Typical for its sector: 4
Rank in its sector
9 of 238
by overall score, where the typical investing and wealth company scores 28

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Line itemsSection 01

Every question, and where the company came up

Charles Schwab came up on 9 of 15 questions. Open any window to read that answer.

  1. 01How can retirees use online investment platforms to generate regular income?1/4
  2. 02What are the main differences between full-service wealth management and do-it-yourself investing platforms?1/4
  3. 03How do management fees typically vary between self-directed and advisor-supported investment options?0/4
  4. 04What are alternatives to online brokerages for building a retirement portfolio?0/4
  5. 05How do robo-advisors compare to traditional online brokerages for retirement planning?2/4
  6. 06Is opening an individual brokerage account worth it for someone new to investing?1/4
  7. 07What should I do if my brokerage account application is taking too long to process?0/4
  8. 08How can I find reputable platforms for retirement account management with low fees?4/4
  9. 09Are there low-cost alternatives to traditional brokerage accounts for US investors?3/4
  10. 10What are the best online brokerages for self-directed investors in the US?4/4
  11. 11How can I resolve issues with transferring assets between investment accounts?0/4
  12. 12What is the best way to manage both trading and long-term investing under one account?1/4
  13. 13Are automated investing portfolios a good option for retirement savings?0/4
  14. 14What fees should I expect with commission-free trading platforms?2/4
  15. 15What options do investors have besides automated investment services for portfolio diversification?0/4
Total namedOpenAI: 3/15Claude: 4/15Perplexity: 4/15Gemini: 8/15All assistants: 19/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What Perplexity actually said

An answer that names the company

Perplexitynamed the company

“What are the best online brokerages for self-directed investors in the US?”

For most self-directed U.S. investors, the strongest all-around choices are Fidelity, Charles Schwab, and Interactive Brokers. If you want a simpler default pick, Fidelity is the most commonly named best overall broker across multiple 2026 rankings.

A practical way to choose:

Fidelity — best overall for many investors, especially beginners and long-term buyers; cited for low costs, strong tools, and broad all-in-one investing capabilities.

Charles Schwab — best if you want a very user-friendly platform and strong customer ser …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Also named

CompanyTimes named
  1. 01
    Vanguard
    21
  2. 02
    TD Ameritrade
    1

Share of mentions

CompanyShare
  1. Charles Schwab
    32.2%
  2. Fidelity Investments
    30.5%
  3. Vanguard
    30.5%
  4. Merrill (A Bank of America Company)
    5.1%
  5. TD Ameritrade
    1.7%
  6. E*TRADE from Morgan Stanley
    0.0%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    forbes.com
    32
  2. 02
    fidelity.com
    28
  3. 03
    investopedia.com
    27
  4. 04
    schwab.com (its own website)
    26
  5. 05
    cnbc.com
    19
  6. 06
    reddit.com
    16
  7. 07
    nerdwallet.com
    16
  8. 08
    investor.vanguard.com
    13
  9. 09
    fool.com
    12
  10. 10
    finra.org
    11

Charles Schwab is in the study as an online brokerage.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Gemini
8/15
Perplexity
4/15
Claude
4/15
OpenAI
3/15
Market comparisonSection 06

How Charles Schwab compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
31

How often AI assistants name the company, and how that compares with its peers

Citations
4

How often AI uses the company's own website as a source

Sentiment
87

How positively AI describes the company

Site quality
80

How well built the website's own pages are

AI readiness
21

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with investing and wealth companies

238 companies in this sector. The gold tick on each bar is the typical company.

Overall score
43
Ranks 9 of 238. Typical company: 28
Named in answers
31.7%
Ranks 5 of 238. Typical company: 0.8%
AI readiness
21
Ranks 140 of 238. Typical company: 29
Against its categorySection 08

Compared with online brokerages

20 companies in this category. The gold tick on each bar is the typical company.

Overall score
43
Ranks 4 of 20. Typical company: 36
Named in answers
31.7%
Ranks 3 of 20. Typical company: 10.0%
AI readiness
21
Ranks 12 of 20. Typical company: 29
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 0: Not yet agent-ready. Agents struggle to find basic information about the site.

To reach level 1:
  • 2 of robots.txt, Sitemap, Link headers
Can an AI agent check out here?

Not by itself. Charles Schwab publishes none of the agent payment protocols we look for. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPNot present
  • UCPNot present
Interfaces for AI agents
  • MCP Server CardNot present
  • A2A Agent CardNot present
  • Agent SkillsNot present
  • API CatalogNot present
  • llms.txtNot present
  • WebMCPCould not check
Show every check, for your technical team
Discoverability
0 of 100
  • robots.txtNot met

    Publish a valid robots.txt with crawl rules and a Sitemap line.

    study: 86.1%
  • SitemapNot met

    Serve an XML sitemap and reference it from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
0 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtNot met

    Publish an llms.txt with a short summary and the key links.

    study: 31.0%
Bot access control
0 of 100
  • AI bot rulesNot met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardNot met

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardNot met

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsNot met

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestNot met

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 0 of 100 · 97% of checks could run · checked on October 5, 2026 · www.schwab.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

3 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks

Discoverability

  • Passedrobots.txt publishedstudy: 85.1%
  • PassedXML sitemapstudy: 79.4%
  • Not metHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Not metllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • Not metExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
AI crawlersSection 11

What AI crawlers may read (robots.txt)

This website sets no rules for any AI crawler by name, like 86% of the websites whose rules we could read. Every AI crawler follows its general rules.

Training AI

  • GPTBotpartly
  • ClaudeBotpartly
  • Anthropic-AIpartly
  • Google-Extendedpartly
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBotpartly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBotpartly
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly

Answering questions

  • ChatGPT-Userpartly
  • Claude-Userpartly
  • Perplexity-Userpartly
  • DuckAssistBotpartly
  • MistralAI-Userpartly

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.

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ShareSection 12

Share this result

Overall score 43 of 100 badge for Charles Schwab

A badge of this result that you can show on your own website. Copy the code below.

<a href="https://aeo-audit.rezolve.com/us/finance/schwab.com"><img src="https://aeo-audit.rezolve.com/finance/badges/schwab.com.svg" alt="Overall score 43 of 100, Finance AI Visibility Study 2026" width="280" height="64"></a>
End of statement
All 2,219 companiesHow we measured this
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