More Than Trading
Simplify your financial life with one trusted firm. Come to Schwab for your trading, and let us help serve your other financial needs, too. Discover just some of the services you’ll enjoy by consolidating your investing and banking accounts at Schwab:
Trade, Bank, and Borrow at One Place
Stop the hassle of having your banking services at a different place than your brokerage and retirement accounts. Through Schwab Bank you can get:
- High yield investor checking and savings accounts
- Low rate home equity lines of credit to pay down debt, fund home improvements, and more
- One of the lowest home mortgage rates in the industry for both home purchases and refinancing
Expert Investment Help
Whether you want comprehensive financial planning or you’re just looking for a sounding board, we have the expertise and investing solutions to help get you where you want to be.
- Complimentary one-on-one portfolio guidance is provided for all clients.
- Advice-based services provide professional management.
Get practical guidance and solutions, whether you’re saving for, nearing, or in retirement.
- Tools and resources help evaluate progress against your goals.
- Complimentary retirement consultations provide additional help.
- A variety of products are available for income and tax-deferred growth.
Life Event Solutions
Tools, resources, and advice help you plan for major life events like saving for your child’s college tuition, estate planning, and more.
Schwab Bank High Yield Investor Checking® accounts are only available as linked accounts with Schwab One brokerage accounts. There are no minimum balance requirements or minimum balance charges in order to open the Schwab One brokerage account when you also open a linked Investor Checking account.
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 800-450-0669 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.
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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 through Schwab. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. With long options, investors may lose 100% of funds invested. Multiple-leg options strategies will involve multiple commissions. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options.
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.
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.