Enjoy personal service when you open a new account

When you become a Schwab client, you'll receive personal attention from a Schwab Investment Professional to help you get started.

It's part of our commitment to give you the highest level of customer service and support.

We handle the details with your new account

Schwab's New Client Concierge welcomes you to Schwab and helps with your initial priorities, whether it's your first investment account or an account transferred from another firm.

Handle your paperwork
Transfer your assets from another firm
Explain our products and services
Point you to resources best suited to your investing goals
Introduce you to Schwab.com

Rely on a dedicated point of contact

As a dedicated, single point of contact, Schwab's New Client Concierge is available for your questions, big or small.

Open a Schwab account today

Call 866-232-9890 or open an account online. With the New Client Concierge, Schwab makes it easy for you to get started.

(0208-7500)

Open an account

Call 866-232-9890 or open an account online.

Help for new clients

Listen to New Client Concierge professionals who are dedicated to helping new clients at Schwab