How to invest

Learn the basics of investing, how you can start, and guiding principles that can help you along the way.

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Investing basics

New to investing? Find answers to frequently asked questions.

Read about investing basics

Start your investing journey

  • Do it yourself

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    Create and monitor a portfolio and get help any time you need it. 

    Invest on your own

  • Let a robo-advisor help do it for you

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    Simplify the process of investing. Robo-advisors are online services that provide automated portfolios based on your goals and risk tolerance, using the latest technology and expertise from investment professionals.

    Learn how a robo-advisor works

7 guiding principles

As an investor, you need guiding principles to help you navigate changing markets and different financial decisions in your life journey. Schwab's Investing Principles are seven clear steps we believe are foundational to successful investing. 

See the 7 principles
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Take the next step.

We can help.