We’re with you every step of the way, whether you need investing advice, an occasional sounding board, portfolio management, or a quick answer to your questions.
Your personal relationship begins on day one.
Your dedicated New Client Concierge welcomes you by handling your paperwork, asset transfers, and more.
Talk to an investment professional, 24/7.
As a Schwab client, you can reach our investment professionals 24 hours a day, 365 days a year for your investing and trading needs.
Nationwide branches offer free investing workshops and seminars.
Cover a variety of topics in a lively group setting or make an appointment for a one-on-one consultation.
Need help switching to Schwab?
We’ll walk you through the steps and guide you through the process.
About Schwab Value
Hear why good help is easy to find when you’re a Schwab client.
Testimonials may not be representative of the experiences of other clients, and are no guarantee of future performance or success.
Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade or maintenance, or for other reasons.
Get a warm personal welcome when you open a new account.
When you become a client, a Schwab financial professional is available to help you get started. It's one small part of our commitment to giving you the highest level of service and support.
Get a preview of our New Client Concierge experience.
We’ll take care of the details.
Whether this is your first investment account or you’re joining us from another firm, your New Client Concierge will welcome you to Schwab and assist with your initial priorities.
At no extra cost, your dedicated Schwab professional will:
- Help with the paperwork
- Help you transfer assets
- Answer your questions
- Walk you through Schwab.com
Get the help you need, anytime, from a Schwab investment professional.
Call us for clear, reliable help with your personal financial decisions. You can reach our investing professionals 24 hours a day, 365 days a year. And as a Schwab client, you’ll have experienced specialists available during the day—free of charge—to help with your specific financial questions.
Our Specialized Teams
Financial Planning
This group of strategists provides guidance and recommendations for Schwab’s Personal Financial Plan, Equity Compensation Consultation, and Retirement Consultation offerings.
Our experienced Fixed Income Specialists can offer one-on-one guidance to help you build your fixed income portfolio and choose the right mix of investments.
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Trading Specialists
Our seasoned professionals can review your trading strategy, show you tools that fit the way you trade, and provide decision support—whether you’re a novice or a pro.
Options Trading Team
Our Options Specialists can help you evaluate and implement a variety of options strategies, such as hedging techniques, income approaches, technical and fundamental analysis, and even risk/reward evaluations.
Global Investing Services
Our team of global experts can help you discover new diversification opportunities while navigating the complexities of international investing.
Automated phone trading commissions per executed trade: Equity trades are $13.95. Transaction fee mutual funds are $49.95 per trade; option trades are $13.95 per trade, plus $0.75 per contract. Automated phone option trades are available only on TeleBroker®, Schwab's touch-tone service.
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 “” before considering any options transaction.
Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or maintenance, or for other reasons.
Get to know your local Schwab professionals.
Every Schwab branch is staffed with dedicated financial experts who can give you the investment help you need. Make an appointment for a no-cost, no-obligation consultation that includes:
- A discussion of your goals
- An evaluation of your current investments
- Recommendations on what to do next
Also, attend one of our free investment workshops—covering everything from debt management to complex profit-taking strategies—and you’ll benefit from the open exchange of a classroom environment.
Switching to Schwab is easy, and there are no hidden fees.
Ready to make the switch? Our account transfer specialists can assist you every step of the way. If you choose to complete the paperwork online, we’ll show you where to go and what to click. If you’d rather do it by mail, we’ll even fill out the forms for you—all you need to do is add your signature.
Penalties? No problem.
You likely won’t have to pay any penalties for switching, but don’t worry—if there are any, Schwab almost always picks up the tab.
Not quite sure about switching?
We can recommend a Financial Consultant at one of our local branches. We’ll make the introduction and set up a convenient appointment for you. Just bring in your current statement and they’ll take care of the rest.
Ready to get started?
Call an account transfer specialist and we’ll help make your transition an easy one.
866-232-9890.
Take the next step.
See how we’re with you every step of the way.
Open an Accountor call 866-232-9890.
- We're here to help.
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OPEN
We’ll help you choose the right account. Call 877-627-7734 or visit a local branch.
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FUND
Your New Client Concierge will help you take care of the paperwork, transfer assets, and more.
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INVEST
Get a complimentary 1-on-1 consultation to select the right investments based on your goals.
