The Schwab platform provides what you need to become a more informed investor.

With thousands of fixed income products available, selecting the ones that are right for you can seem difficult and time-consuming. That’s where Schwab helps.

  • Search bonds

    Use Schwab BondSource to screen more than 50,000 bonds from more than 200 dealers.1

  • Talk to a Fixed Income Specialist

    Get assistance from over 100 Schwab Fixed Income Specialists, who draw on an average of over 21 years of experience.2

  • Take advantage of a complimentary portfolio review

    Clients who buy bonds at multiple firms may not get a view of their entire bond portfolio. At Schwab, they do. By simply picking up the phone, you can schedule a complimentary review3 of your entire bond portfolio—including bonds you own at other firms.

    All portfolio reviews include a customized Bond Report for your portfolio.

  • Review research and commentary

    Stay at the forefront of modern investing with insights and ideas from Schwab experts, including Kathy A. Jones, Senior Vice President and Chief Fixed Income Strategist, Schwab Center for Financial Research.

  • Explore our free workshops

    Learn more about fixed income investing through in-person workshops at local Schwab branches.

  • View new issues

    See current and upcoming municipal bond offerings from J.P. Morgan and other underwriters in the New Issue Calendar.

Call a Fixed Income Specialist today at 877-906-4670.

Access extra tools to help you with your fixed income decisions.

Schwab gives you access to a number of extra tools to help you learn more about and stay on top of the bonds you’re interested in, as well as manage your fixed income portfolio.

  • Trade history

    Review historical trading activity for corporate and municipal bonds over a 24-month period.

  • MuniPOINTS®

    Access detailed information about municipal bond issues, including comparison data.

  • Moody's rating reports

    Get in-depth information about individual bonds by reading the latest credit report from Moody’s.

  • Schwab Portfolio Checkup®

    Review, analyze, and track the performance of your current asset allocation.

  • Market depth

    View the two-sided market for a bond and see all the ask and bid prices.

  • Bond alerts

    Set up alerts that notify you when a bond’s credit rating changes.

  • Security description

    Descriptions help you search for, classify, or group together securities of similar features and attributes.

Security description breakdown

Details include characteristics such as security type, maturity date, and coupon rate, type, and frequency.

You can review credit rating and insurance, including S&P rating, Moody’s rating, default status, and trading flat status.

View tax treatment, as well as federal, state, and alternative minimum tax (AMT).

Offer details include price, current yield, yield to maturity, yield to call, and yield to worst.

We're here to help

Clients of independent investment advisors: You may also contact your advisor or call Schwab Alliance at 800-515-2157.