You can get one-on-one guidance—what does that mean?

A Schwab Fixed Income Specialist assesses your individual situation and goals to better answer your questions and guide you to the right bond selections for your portfolio. Here are just some of the ways our specialists can assist you with your fixed income portfolio:

  • Help with choosing from a wide variety of fixed income investments
  • Local market knowledge and insight that’s relevant to your situation
  • Suggestions for positioning your portfolio to accommodate changing market conditions
  • Assistance with placing trades and consolidating outside investments at Schwab
  • Navigation assistance for our online trading features

See what makes a Schwab Fixed Income Specialist different.

Regardless of the size of your portfolio or your investing experience, Schwab Fixed Income Specialists are ready to spend the time it takes to give you the help you need. We have over 100 Fixed Income Specialists who:

  • Are dedicated solely to fixed income
  • Have an average of 21 years of experience in the financial services industry1
  • Provide national and regional coverage
  • Work with your Financial Consultant to find the solutions right for you

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 review2 of your entire bond portfolio—including bonds you own at other firms.

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

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

Specialized help to get the answers you need.

Talk with a Schwab Fixed Income Specialist for personalized assistance with your fixed income investing questions and pricing—call 877-906-4670.

We're here to help

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