Schwab’s exceptional service is based on decades of experience serving traders. Let our seasoned professionals review your trading strategy, provide real-time decision support, or guide you through the tools best suited for the way you trade.
Learn how great support can really make a difference, and make Schwab a better place to trade:
Get priority access to seasoned professionals who have seen different market cycles, understand the reactions, and can share their expertise with you. Leverage their years of study analyzing various economic and trading situations to help you make more informed trades.
Services for New Trading Clients
Our team of on-boarding professionals do more than just handle paperwork. They will:
- Manage the account transfer process with as little disruption to your trading as possible
- Review your trading plan and individual needs through a customized, one-time on-boarding consultation
- Walk through the exclusive trading tools and resources now available to you
Focus on Trading
Let our trading specialists guide you through the trading tools best suited for the way you trade. Whether you need to execute complex strategies and orders or trade in markets around the world, you’ll have the right team behind you.
As an additional support resource, connect with fellow traders as well as Schwab experts in our exclusive trading community.
- Exchange ideas and insights with traders like you
- Ask questions directly to Schwab experts
- Get help with specific Schwab trading tools and features
Schwab Trading Services (formerly known as Active Trader or Active Trading services) includes access to StreetSmart® trading platforms, the Schwab Trading Community, and priority access to Schwab trading specialists. Call 888-245-6864 to request access (a Schwab brokerage account is required). Schwab reserves the right to restrict or modify access at any time. Access to Nasdaq TotalView® quotes is provided for free to non-professional clients who have made 120 or more equity and options trades in the last 12 months, or 30 or more equity and options trades in either the current or previous quarter, or who maintain $1 million or more in household balances at Schwab. Schwab Trading Services clients who do not meet these requirements can subscribe to Nasdaq TotalView quotes for a quarterly fee. Professional clients may be required to meet additional criteria before obtaining a subscription to Nasdaq TotalView quotes. This offer may be subject to additional restrictions or fees, and may be changed at any time. The speed and performance of streaming data may vary depending on your modem speed and ISP connection. Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or maintenance, or for other reasons.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options. Multiple-leg options strategies will involve multiple commissions. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any option transaction.
The Schwab Equity Ratings and stock lists or models are not personal recommendations for any particular investor; do not take into account the financial, investment or other objectives; and may not be suitable for any particular investor. Before buying, investors should consider whether the investment is suitable for themselves and their portfolio. Additionally, investors should consider any recent market or company news. Stocks can be volatile and entail risk, and individual stocks may not be suitable for an investor.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.
Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF.
Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with The Charles Schwab Corporation or any of its affiliates.
Symbols and price and volume data shown here are for illustrative purposes only, and do not constitute a recommendation by Schwab to buy or sell a particular security.
Schwab does not recommend the use of technical analysis as a sole means of investment research.
Third-party news providers are not affiliated with Schwab. The information is presented as a service to Schwab clients, and Schwab makes no judgment or warranty with respect to accuracy, timeliness, completeness, or suitability of information. It is presented for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Past performance is no guarantee of future results.
With a qualifying net deposit of $50,000, earn 500 commission-free online trades and four premium support check-ins with a trading coach.
Offer valid for new clients who do not have a Charles Schwab & Co., Inc. (“Schwab”) brokerage account (other than a Retirement Plan Services or Stock Plan Services account) and who open and make a qualifying net deposit into a retail brokerage account within 45 days of enrollment in the offer. Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of Schwab. Only assets new to Schwab’s retail division qualify; assets transferred from affiliates are excluded. Approximately one week after confirmation of your qualifying net deposit you will receive instructions on how to opt in to receive a quarterly call from a Customer Service Representative for Trading Services clients and the trades will be credited to your account. The trades will be applied only to the enrolled account and apply only to base equity, exchange-traded fund (ETF), and options commissions. Options per-contract, foreign transaction, exchange, and regulatory fees still apply. Only trades placed through Schwab.com, Schwab trading platforms, and Schwab Wireless are eligible. Trades will expire 365 days after being credited to your account and will not be applied to previously executed trades. No credit will be given for unexecuted trades.
Schwab reserves the right to change the offer terms or terminate the offer at any time without notice. This offer is limited to one per account, with no more than one account enrolled per client. No more than 500 trades per client may be received pursuant to all promotional offers in any 12-month period. This offer does not apply to brokerage accounts managed by independent investment advisors, the Schwab Global Account ™, ERISA-covered retirement plans, certain tax-qualified retirement plans and accounts, or education savings accounts. This offer is not transferable, saleable, or valid in conjunction with other offers and is available to U.S. residents only. Employees, contractors, or persons similarly associated with Schwab or a Schwab affiliate; or their spouses; and employees of any securities regulatory organization or exchange are not eligible. Other restrictions may apply. Any taxes related to the offer are your responsibility.