$15.0T
BY THE NUMBERS
Assets Under Administration
+30% year-over-year from Q3 '23
84.9M
$5.8T
Discretionary Assets
+31% year-over-year from Q3 '23
+9% from Q2 '23
New in the last year: 7.0M
Customer Accounts
+35% year-over-year
from Q3 '23
3.5M
Daily Average Trades
+35% year-over-year from Q3 '23
3.5M
Clearing and Custody Accounts
CUSTOMER ENGAGEMENT
Our robust service offerings allow us to meet our customers where they are – whether that’s in person, on social media, over the phone, or in a digital chat.
2
5
3.5M Daily Average Trades
Year-over-yeaR
+35%
7.1M Customer Planning Interactions YTD
+11%
1.3M Customer Appointments
+13%
19.9M Unique Individuals Engaged Digitally
440K Social Media Service Interactions
+22%
+17%
1
4
3
3
Year-over-yeaR
Year-over-yeaR
17%
Year-over-yeaR
22%
5
+22%
640K Social Media Service Interactions
-0.4 pts
98.8% Green Client Score
Year-over-yeaR
0.4 pts
3.4M
Daily Average Trades
6
4
6
+30% year-over-year from Q3 '23
$15.0T
Assets Under Administration
6