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Investment help

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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?

Invest on my own

  • In-depth research
  • Screeners and tools
  • Portfolio performance reporting
All at no additional cost.

“Having access to the right tools and research is key.”

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.

Learn more about our research.

Get occasional guidance

  • Personal consultation
  • Experienced specialists
  • 24/7 phone support
All at no additional cost.

“I like knowing I can talk to a professional when I want to.”

At Schwab, every client can get one-on-one help from investment professionals at no cost.

  • Schedule a portfolio review* with an experienced consultant.
  • Access specialists in areas of fixed income, global investing, and more.
  • Easily evaluate your portfolio’s performance against market benchmarks.
  • New to investing? Get tips and information for new investors on how to invest.

Learn more about our one-on-one guidance.

Prefer expert management

  • Managed portfolios by Schwab
  • Separately managed accounts
  • Portfolio performance reporting
All at a competitive price.

“I want a dedicated professional to help me manage my portfolio.”

Access a range of professionally managed portfolios designed to fit your goals and backed by time-tested principles.

  • Get a professionally managed, diversified portfolio of mutual funds or ETFs.
  • Use specialized investment strategies managed by professional money managers in areas such as fixed income and international investing.
  • Easily evaluate your portfolio’s performance against market benchmarks.
  • New to investing? Get tips and information for new investors on how to invest.

Learn more about our portfolio solutions.

*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.

Get started today.

Open an Account

Or, call us for assistance at 866-855-9102.

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Get expert investing insights without opening an account.

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