"I enjoy working with someone who’s as interested in me as they are in investing."

At Schwab, we believe that no matter how you choose to work with us, you deserve a personal relationship based on respect and listening. It’s the foundation from which we’ll support your financial needs and goals.

Whether you want to manage your portfolio yourself or have us professionally manage it, you’ll receive one-on-one investment guidance and portfolio planning from an experienced investment professional.

Our New Client Concierge is dedicated to easing your transition to Schwab and minimizing your paperwork when transferring assets. See how we can help.

Visit one of our local branch offices, where you’ll meet financial consultants who’ll listen and respond to your needs.
Contact us by phone 24/7, where you can immediately connect to an investment professional just by pressing “0.”
Go to schwab.com, where you can access premium research and market insights, sign up for email alerts for stock news and updates, as well as manage your Schwab brokerage and banking accounts.

Your consultant can help you access specialists in areas such as college savings plans, IRA rollovers and estate planning.

Testimonials may not be representative of the experiences of other clients, and are no guarantee of future performance or success.

1. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance or for other reasons.

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Chuck Schwab’s letter to investors

Read about what you can expect at Schwab.

Read letter

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Help with life changes

Getting married? Retiring? Facing other milestones? Our action plan checklists can help you with your transition.