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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 access to trained Schwab specialists for reliable, comprehensive assistance.
  • Access financial professionals through our nationwide branch network.
  • Attend investing workshops and seminars to expand your financial knowledge.
  • Work with your New Client Concierge to complete your initial priorities. 

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 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 us to learn more at 877-906-4670.

(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 us to learn more at 888-245-6864.

(Available 24/7)

Options specialists

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

Call us to learn more at 888-245-6864.  


(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.
 
Contact the sales team at 888-245-6864.  


(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 our sales team at 877-806-4205.


(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.

New Client Concierge: A go-to person from day one

As a new client, you have a financial professional ready to listen and understand what matters most to you, who can help you select investment solutions that best fit your needs and goals. The New Client Concierge can also help you get answers, transfer assets, navigate the Schwab platform, find relevant products and services, and select the right solution for your financial needs. Ready to take the next step? Call 866-232-9890.

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?

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

Open an Account

Questions? Call 866-855-9102  Take an investing workshop at a branch near you.

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