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Trade on your own. Not alone.

Schwab Trading Services

Experience personalized service from trading specialists who share your passion for trading.

Whether you're a novice or an experienced trader, our seasoned consultants can review your trading strategy, provide decision support, and show you tools that fit the way you trade. You can also visit one of our 300+ branches for complimentary trading workshops covering a wide variety of topics from trading to retirement.

Trading Specialists
  • Receive a complimentary consultation with a trading support specialist who can provide you with personalized help to get the most out of Schwab's tools and resources.
  • Get help setting up your trading platform layout and tools, tour our education and research resources, and find out what Schwab can do to fuel your trading strategy.
  • Meet virtually by phone with an online screen sharing session, or join a live group orientation at your local Schwab branch.
  • Instant Message our trading support specialists when using Schwab trading platforms.
  • Call a toll-free number to access experienced trading specialists.
  • Visit one of over 300 nationwide Schwab branch offices to attend educational trading workshops or meet with a financial consultant about all your investing and trading needs.
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Get Started

Open a Schwab Trading Services account online.

Call us at 888-245-6864

Access seasoned professionals who can provide focused support for your unique needs.

Options Specialists

Options Specialists

Our dedicated options support team is ready to help with risk analysis, implementing trade strategies, placing complex orders, and more.

Global Specialists

Global Specialists

Tap into an experienced Global Investing team who can assist you with placing trades in more than 40 international markets, plus talk to you about your international investment choices, provide guidance on how to diversify and help you understand tax and fee implications.

Get one-one-one support for your specific trading needs.



Our onboarding consultants do more than just paperwork. Get up and running quickly through a customized one-hour complimentary consultation.

In-Person Consultations

In-Person Consultations

Connect with an experienced trading specialist who can provide you with the level of individualized support you need. Meet with them at your convenience from your home office or in one of more than 300 Schwab branches.