Comprehensive account and investment information, exclusively for clients

As a Schwab client, you’ll have online access to our powerful customer center. Track your portfolio performance, trade stocks, and access research and other tools to gain an investing edge.

Schwab clients also have 100% coverage against unauthorized activity. Learn more about the Schwab Security Guarantee.

Click the links below to view samples of some key areas of Schwab’s customer center.

Take a look at our retirement assessment tool that helps you estimate if you’ll have enough saved to retire when and how you’d like.

See how our online portfolio management tool makes it easy to find out if your portfolio is on track.

Easily find and evaluate investments. Use Schwab Equity Ratings® to identify stocks that Schwab believes could outperform the market over the next 12 months.

Get quick and convenient access to important information on your investments. Plus, get a top-line view of current news and market conditions.

View your investments—with ratings, changes in value, and important next steps—all in one convenient place.

Backed by Schwab’s powerful trading technology, this clear, easy-to-use screen provides everything you need to make the most of your trades.

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