Accounts and Products
We offer a full range of accounts, investment products and investment advice options to help you reach your financial goals.
Schwab Intelligent Portfolios®
Consider Schwab Intelligent Portfolios, an automated investment advisory service.
- No advisory fees, no account service fees, and no commissions charged.
Offered by Schwab Wealth Investment Advisory, Inc.
Schwab Intelligent Advisory™
A new way to plan for your financial goals. Our unique approach combines personal advice from a Planning Consultant who is a Certified Financial Planner™ professional, with our powerful online planning tool.
Small Business Solutions
Find a variety of products and services to help you manage your finances. We can help you
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View fees and minimums for Schwab brokerage and Schwab Bank accounts.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any options transaction. For a current copy, call your local Schwab office or write to Charles Schwab & Co., Inc. at 211 Main Street, San Francisco, CA 94105.
Schwab Trading Services (formerly known as Active Trader or Active Trading services) includes access to StreetSmart® trading platforms, the Schwab Trading Community, and priority access to Schwab trading specialists. Call 888-245-6864 to request access (a Schwab brokerage account is required). Schwab reserves the right to restrict or modify access at any time.
Schwab Intelligent Portfolios charges no advisory fees. Schwab affiliates do earn revenue from the underlying assets in Schwab Intelligent Portfolios accounts. This revenue comes from providing advisory and other services to Schwab ETFs™ and providing services relating to certain third-party ETFs that can be selected for the portfolio, and from the cash feature on the accounts. Revenue may also be received from the market centers where ETF trade orders are routed for execution.
Please read the Schwab Intelligent Portfolios Disclosure Brochures for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios.
Schwab Intelligent Portfolios is made available through Schwab Wealth Investment Advisory, Inc. ("SWIA"), a registered investment advisor. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("CSIA"). SWIA and CSIA are affiliates of Charles Schwab & Co., Inc. ("Schwab") and subsidiaries of The Charles Schwab Corporation.
Please read the Schwab Intelligent Advisory disclosure brochures for important information.
Schwab Intelligent Advisory is made available through Charles Schwab & Co., Inc. (“Schwab”), a dually registered investment advisor and broker-dealer. Portfolio management services for Schwab Intelligent Portfolios are provided by Charles Schwab Investment Advisory, Inc. ("CSIA"), a registered investment advisor. Please refer to the disclosure brochures for details about Schwab Intelligent Advisory. Free credit balances are swept into deposit accounts at Charles Schwab Bank (“Schwab Bank”). Brokerage products and accounts are offered by Schwab, Member SIPC. Deposit and lending products are offered by Schwab Bank, Member FDIC and an Equal Housing Lender. Schwab, CSIA, and Schwab Bank are affiliates and are subsidiaries of The Charles Schwab Corporation.