How We Can Help
No pressure, no obligations.
Ask us your questions.
At Schwab we believe all questions are good ones, and we encourage you to ask them.
Talk with registered investment professionals.
Even before you’re a client, you’ll speak with highly knowledgeable U.S.-based registered investment professionals who can help with a wide variety of needs.
We’re available to help everyone.
We believe all investors deserve high-quality investment guidance, regardless of portfolio sizes.
At Schwab, you’ll always receive great service—even before you come on board.
Find out what it’s like to work with us. Listen in on how we answer investor questions.
- How do I open or transfer an account?
- I’d like to partner with someone to help me manage my portfolio.
- I’d like to know more about account fees.
- Who can I contact when I need more help in the future?
- I want to be hands-on with my accounts, but I need a little guidance.
- What kinds of tools do you offer to help me manage my portfolio?