Guide to Calling Schwab
Access your Schwab accounts with a simple call.
Automated Phone Services
Schwab lets you conveniently manage your investments with our automated phone services. Access your account through speech recognition (Schwab by Phone™) or touch-tone (TeleBroker®). Whichever method you choose, you can quickly get quotes, make trades, review account balances, and much more.
New clients could call Schwab to take advantage of these automated phone features.
Once you have a Schwab account, dial 800-435-4000 to access automated phone services. The same password works for Schwab by Phone and TeleBroker.1
For more details, read our phone services guide or read our tips below on using speech recognition and touch-tone access.
Return to Contact Us page.
Schwab by Phone™: Speech Recognition
When you call Schwab by Phone™, speech recognition is a snap to use! Call 888-435-4000 and just say what you want to do. The system will respond to your spoken requests.
- The system works best when you use a telephone handset rather than a speakerphone
- Follow the prompts and use keywords
- Once you are familiar with the system, you can interrupt the prompts by saying what you want to do
- If you get lost, say "Main Menu"
- To speak to a representative, say "Representative"
- You can switch to our touch-tone system at any time by pressing *55
| Keywords | Results |
| "Quotes" | Get quotes |
| "Portfolio Quotes" | Get quotes on securities you hold |
| "Watch Lists" | Get quotes on securities in your watch lists |
| "Market Updates" | Get market news information |
| "Place a Trade" | Place a trade order2 |
| "Review Order" | Review all orders |
| "Change Order" | Modify an open order |
| "Cancel Order" | Cancel an open order |
| "Balances" | Review account balances |
| "Positions" | Review security positions |
| "Recent Activity" | Review recent debits, credits, trades |
| "Check Request" | Request a check to be sent to you from your account |
| "Cash Transfer" | Transfer cash between Schwab accounts |
| "MoneyLink" | Access MoneyLink® |
| "Main Menu" | Return to Main Menu |
| "Next" | Skip to the next item in a list |
| "Repeat" | Hear the last prompt again |
| "Cancel" | Cancel current request |
| "Help" | Get additional instructions |
| "Representative" | Talk to a Schwab representative |
| "Switch Accounts" | Switch to another account |
| Press*11 | Pause system for 30 seconds |
| Press*22 | Resume system before the 30 seconds are up |
| Press*55 | Transfer to touch-tone from speech |
For more details, download or print our phone services guide.
Telebroker
Schwab offers you two easy ways to access our automated touch-tone services:
- Call Schwab by Phone at 800-435-4000 and press *55 to continue your call using touch-tone.
- Or, call TeleBroker, a direct line to our full suite of touch-tone services, at 800-272-4922 (800-2SCHWAB). Use these services to quickly get quotes, hear account information, transfer money, and place trade orders at reduced commissions.
- Press 1 for trading and order confirmation.
- Press 2 for account information.
- Press 3 for real-time quotes.
- Press 4 to transfer money or request a check.
- Press 5 to switch accounts.
- Press 6 to change your PIN or create watchlists.
- Press 7 for market updates.
- Press the phone key where the letter appears.
- Press 1, 2 or 3 to identify the letter's position on the key.
- After entering the full ticker symbol, press #.
- Enter the underlying security symbol: press the phone key where the letter appears followed by 1, 2 or 3 to identify the letter’s position on the key. Press # when finished entering the symbol letters.
- Enter the expiration date as MM/DD/YY.
- Enter 1 for call or 2 for put.
- Enter the strike price in dollars and press #.
- Enter the strike price in cents and press #.
| 1. Underlying Security Symbol | 2. Expiration Date | 3. Option Type (1=call, 2=put) |
4. Strike Price Dollar | Strike Price Cent |
| MSFT | January 18th, 2014 | Call | 30 | 0.00 |
| 61 73 33 81 # | 01 18 14 | 1 | 30# | 0# |
| A = 21 | F = 33 | K = 52 | P = 71 | U = 82 | Z = 12 |
| B = 22 | G = 41 | L = 53 | Q = 11 | V = 83 | $ = 17 |
| C = 23 | H = 42 | M = 61 | R = 72 | W =91 | / = 18 |
| D = 31 | I = 43 | N = 62 | S = 73 | X = 92 | . = 19 |
| E = 32 | J = 51 | O = 63 | T = 81 | Y = 93 |
- Press *4 to hear the last prompt again.
- Press *5 to cancel the last entry and start over.
- Press *6 to return to the main menu.
- Press *8 to end the call or simply hang up.
- Press *9 for automated help.
- Press *0 to talk with a Schwab Representative.
| Language | From Inside the U.S. | From Outside the U.S.3 |
| Mandarin | 800-600-7088 | + 415-788-8857 |
| Cantonese | 800-872-4922 | + 415-788-3883 |
| English | 800-272-4922 | + 510-835-3257 |
For more details, download or print our phone services guide.
Return to Contact Us page.
1. Your phone password is not your Schwab.com password. If you don't have a phone password, the system will help you create one.
2. Automated phone trading commissions per executed trade: Equity trades are $13.95. Transaction-fee mutual funds are $76.00 per buy and $0 per sell; option trades are $13.95 per trade, plus $0.75 per contract. Automated phone option trades are available only on TeleBroker, Schwab's touch-tone service.
3. Tolls are applicable.
Have your Login ID and password ready when you call. The same password works on Schwab by Phone and TeleBroker. Your phone password is not your web password. If you don't have a password, the system will help you create one.
Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or maintenance, or for other reasons.
Charles Schwab & Co., is licensed under the following and related United States Patents: 4,845,739; 5,255,309; 5,259,023; 5,347,633; 5,351,285; 5,365,575; 5,251,252; 5,359,645; 5,297,197; 5,561,707; 5,684,863; and others.