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Investment Help
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Investment help


No matter how you like to invest or how your needs change over time, Schwab offers investment help and guidance that's right for you.

How do you like to make investment decisions?

If you prefer a hands-on approach to your finances, it’s easy to use our premium research and investment selection tools.
  • Get actionable research from Schwab and third-party firms such as Argus Research, Credit Suisse, and J.P. Morgan.1
  • Use sophisticated stock, mutual fund, and exchange-traded fund screeners.
  • Easily evaluate your portfolio’s performance against market benchmarks.
  • New to investing? Get tips and information for new investors on how to invest.
At Schwab, every client can get one-on-one help from investment professionals at no cost.
Access professional investment solutions that draw on a wealth of expertise. From managed portfolios and specialized strategies to customized advice, get the right level of investment management for your needs.  The range of services and benefits include:
  • Professional portfolio management services that include a range of services and benefits such as ongoing investment advice, seasoned portfolio managers, investing strategies and more.
  • A modern approach to wealth management is about transparency, accountability, and taking ownership of your financial life. And it all starts with a dedicated Financial Consultant.
  • Schwab Intelligent Portfolios™, an online automated investment advisory service that builds, monitors, and rebalances your portfolio—without charging advisory fees, commissions, or account service fees. Offered through Schwab Wealth Investment Advisory, Inc.

*The Personal Portfolio Review is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses. There is a minimum of $25,000 in assets at Schwab to qualify for the Personal Portfolio Review.

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