Our modern approach to wealth management means there are many ways for you to invest with us.
Choose one, multiple, or all.
- Easy-to-use tools for buying and selling stocks, ETFs, and more
- Resources to build a portfolio, research investments, and discover new ideas
- Tools to help you track performance and plan for your future
- Award-winning thinkorswim® platforms
- Extensive library of trader-focused educational resources
- Strategy, platform, and product support from our trade desk
- A diversified portfolio of ETFs built by a robo-advisor
- Daily monitoring and automatic rebalancing
- Optional 1:1 guidance from a CFP® professional
Wealth and investment management solutions
- Comprehensive wealth management with a dedicated advisor backed by an experienced team
- A personalized approach for a competitive fee
- Professionally managed portfolio solutions to meet your specific needs
No matter how you invest with us, you can always depend on professional guidance and intuitive platforms.
Access complimentary benefits and services.
At Schwab, we recognize that as your investments grow, your financial needs may become more complex. That's why we provide a suite of complimentary benefits—including a dedicated Financial Consultant, priority service, and personalized solutions—when you have more than $1M in qualifying assets at Schwab.
Schwab Private Client Services™
Schwab Private Wealth Services™
Choose from solutions designed to meet a wide range of investment goals.
Questions? We're here to help.