Our modern approach to wealth management means there are many ways for you to invest with us.

Choose one, multiple, or all.

  • Manage and trade your own investments

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    • $0 online listed stock and ETF commissions1
    • Powerful trading platforms to help you navigate the market
    • Research, tools, education, and expert insights to help you make confident investment decisions 
  • Automated investing with professional guidance

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    • 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

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    • 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.

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    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.2
    • 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.3
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    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.

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

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    Investment products

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    Banking & lending

Questions? We're here to help.