Manage your wealth, your way.

Choose one, multiple, or all.

Self-directed investing

  • 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
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Active trading

  • Award-winning thinkorswim® platforms
  • Extensive library of trader-focused educational resources
  • Strategy, platform, and product support from our trade desk 
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Automated investing

  • A diversified portfolio of ETFs built by a robo-advisor
  • Daily monitoring and automatic rebalancing
  • Optional 1:1 guidance from a CFP® professional
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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
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Take the next step.

No matter how you invest with us, you can always depend on professional guidance and intuitive platforms.

Industry-leading service and support

  • Enjoy 24/7 service with access to U.S.-based professionals with an average wait time of under 35 seconds.1
  • Work with licensed specialists in fields like fixed income, options, futures, and more.
  • Collaborate with a dedicated Financial Consultant to help coordinate your entire financial life.2

Award-winning digital platforms

  • Streamline your account management with web-based platforms featuring intuitive tools and market research for any level of investor.
  • Manage your investments, place trades, and stay on top of market news with the Schwab Mobile app.
  • Access advanced trading platforms on desktop, web, or mobile.

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.

$1M+ IN ASSETS

Schwab Private Client Services™

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$10M+ IN ASSETS

Schwab Private Wealth Services™

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Choose from solutions designed to meet a wide range of investment goals.

Accounts

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Investment products

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Banking & lending

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Questions? We're here to help.

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866-855-9102

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