We believe there should be more than one way to work with an investment firm.

That’s why we offer multiple ways, so you can work and grow with us how you want.

Manage and trade your own investments

Man on computer viewing Streetsmart Edge.
  • $0 online listed stock and ETF commissions1
  • Powerful trading platforms to help you navigate the market
  • Research, tools, education, and expert insights to help make confident investment decisions

Get automated investing and professional guidance

Woman in a tablet at home
  • Our robo-advisor builds a diversified portfolio of ETFs that are handpicked by our team of investment professionals
  • Your investments are monitored daily and automatically rebalanced to stay on track
  • Option to select our Premium service with unlimited 1:1 guidance from a CFP® professional

Plan and invest with a consultant

Man and woman sitting in chairs.
  • Dedicated relationship with a Financial Consultant who will get to know you and your needs2
  • Personalized financial plan to help you meet your goals
  • No charge to work with a Financial Consultant4

No matter how you invest with us, you’ll always get:

Clear, reliable help from experienced investment professionals as you need it.

  • $0 online listed stock, ETF, and base options trade commissions1,5
  • $0 account maintenance fees (other charges may apply)
  • 4,000+ no-load, no-transaction-fee mutual funds (when traded online)3

Award-winning research including insights from Schwab experts and third-party sources, plus screeners and tools to help make informed investing decisions.

If you’re not satisfied for any reason, we’ll refund your eligible fee or commission, and work to make things right.4

We’ll cover any losses in any of your Schwab accounts due to unauthorized activity, as part of our SchwabSafe security measures.

Open your account and start investing on your terms.

Get started