Services and Support
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.
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About Schwab Value
Schwab Consultant Christopher Chandler on Goals
Schwab Financial Consultant Christopher Chandler talks about helping clients meet specific goals.
Hear why good help is easy to find when you’re a Schwab client.
Schwab Fixed Income Specialists discuss the help and guidance they provide to clients.
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.