$13.7T
BY THE NUMBERS
Assets Under Administration
+23% year-over-year from Q1 '23
83.4M
$5.3T
Discretionary Assets
+25% year-over-year from Q1 '23
+9% from Q1 '23
New in the last year: 6.9M
Customer Accounts
+7% from Q1 '23
New in the last year: 3.4M
50.7M
Individual Customers
+7% from Q1 '23
New in the last year: 3.4M
50.7M
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
8
3.4M Daily Average Trades
Year-over-yeaR
+26%
3.5M Customer Planning Interactions YTD
+12%
1.4M Customer Appointments
+11%
28.7M Customers Engaged Digitally
440K Social Media Service Interactions
+19%
+15%
1
7
6
3
3
4
Year-over-yeaR
Year-over-yeaR
15%
Year-over-yeaR
19%
Year-over-yeaR
26%
8
+19%
627K Social Media Service Interactions
-0.1 pts
99.1% Green Client Score
9
+26%
2.6M Daily Average Trades
Year-over-yeaR
0.1 pts
3.4M
Daily Average Trades
6
4
5
3
4
3
4
4
9
+23% year-over-year from Q1 '23
$13.7T
Assets Under Administration