When you call Schwab by Phone™, speech recognition is a snap to use! Call 800-435-4000 and just say what you want to do. The system will respond to your spoken requests.
Shortcuts and tips:
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
Speech Recognition Keywords
Keywords
Results
"Quotes"
Get quotes
"Portfolio Quotes"
Get quotes on securities you hold
"Watch Lists"
Get quotes on securities in your watch lists
"Place a Trade”
Place a trade order1
"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
1. Automated phone trading commissions per executed trade: Equity trades are $17.95 for the first 1,000 shares, plus $0.015 for each additional share for clients with less than $1 million in household assets and less than 120 trades per year. Clients with household assets of $1 million or more or who execute 120 or more trades per year pay a flat $13.95 per trade. Transaction-fee mutual funds are $49.95 per trade; 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.
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.
Call us at 866-232-9890
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