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Get Support from Investing and Trading Specialists

As a Schwab client, you'll have access to specialists who can help with your specific financial questions. We’re with you every step of the way, whether you need investing guidance, portfolio advice, or have a quick question about investing or trading.  

Get Support from Investing and Trading Specialists.

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    Get access to trained Schwab specialists for reliable, comprehensive assistance.

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    Access financial professionals through our nationwide branch network.

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    Attend investing workshops and seminars to expand your financial knowledge.

Helping investors with specialized support.

No matter how you choose to invest, we can help you find the answers you need.

  • Financial planning

    Whether you need to map out short- or long-term goals, save for retirement, or get guidance about equity compensation, our financial planners can help.

    Call us to learn more or for client support at 866-232-9890.

    (Available 24/7)

  • Fixed income specialists

    Our dedicated team of fixed income specialists can offer unbiased guidance on your investment choices and strategies.

    Call 877-906-4670 for more info.
    Clients call 877-786-4074 for support.

    (Available Monday through Friday, 8:00 a.m. to 5:00 p.m. ET)

  • Trading specialists

    Our professionals can review your trading strategy, show you tools that fit the way you trade, and provide decision support.

    Call 888-245-6864 for more info.
    Clients call 800-435-9050 for support.

    (Available 24/7)

  • Options specialists

    Get help evaluating and implementing your options strategies, including hedging techniques, income approaches, risk/reward evaluations, and more.

    Call 888-245-6864 for more info.
    Clients: Call 877-594-6324 for support.

    (Available 24 hours a day, from Sunday, 5:30 p.m. through Friday, 5:00 p.m. ET)

  • Futures specialists

    Our dedicated support team has advanced, in-depth futures knowledge to help you implement a variety of futures strategies.
    Call 877-656-8748 for more info.
    Clients: Call 877-280-6046 for support.

    (Available 24 hours a day, from Sunday, 5:30 p.m. through Friday, 5:00 p.m. ET)

  • Global investing services

    Our global experts can help you discover new diversification opportunities and navigate the complexities of international investing.

    Contact 800-992-4685 for service and support.

    (Available between Sunday, 5:30 p.m. and Friday, 5:30 p.m. ET)

Additional help and support.

From first steps to in-depth insights, help is readily available.

Schwab Customer Support

We make it easy to get the help you need from a Schwab professional. As a client, you can reach out to Schwab Customer Support 24/7 for your investing, trading, and banking needs. 

Want to find a Schwab branch near you? Visit our nationwide branch locator

Ready to get started?

  • Ready to get started?

    We're here to help you every step of the way with dedicated guidance and support.

    Questions? Call 800-435-4000.  Take an investing workshop at a branch near you.

    Already a client? Log in to get direct access to these specialists and more.