U.S. market expertise, guided by your dedicated consultant.
Navigate the U.S. market with a dedicated professional and team of multilingual specialists, today and tomorrow.
Your Financial Consultant will get to know you and your needs.
- Get a personalized look at your finances
- Build a U.S. investment plan tailored to your goals
- Connect by phone, email, or video, with support available in English, Spanish, and Chinese
Work together to help you meet your U.S. investing goals.
Lean on your Financial Consultant and 50 years of Schwab market leadership as you aim to grow your U.S. investments. Get one-on-one help with:
- Using Schwab's award-winning trading platforms.
- Staying up-to-date on the U.S. market.
- Understanding Schwab research and products.
Your go-to contact for all our services and expertise.
Your Financial Consultant can connect you to Schwab specialists and resources for a unified strategy that aligns with your U.S. investing goals.
At Schwab, there's no cost to work with your Financial Consultant.²
There's no additional cost whether you're getting assistance in creating your personalized plan or receiving tailored product recommendations and direct access to our specialists.
Pay only for the products and services you choose.
Your Financial Consultant will explain the fees that apply to the products and services we have recommended, and you'll pay only for the products and services you choose.
How can I get access to a Financial Consultant?
Schwab clients can speak with an investment professional at no cost, anytime. For more personalized support, dedicated Financial Consultants are available to clients with US$1 million or more in assets at Schwab.
Additional complimentary services.3
We recognize that your needs are complex and ever-changing, which is why we offer a complimentary suite of benefits to clients who meet the following qualifying asset levels at Schwab.
Schwab Private Client Services™
is available for clients with more than US$1 million in qualifying assets.
Schwab Private Wealth Services™
is available for clients with more than US$10 million in qualifying assets.
A team in your corner.
With Schwab Private Client Services and Schwab Private Wealth Services, you'll get priority assistance from multilingual licensed professionals with deep U.S. investing expertise. Our specialists deliver personalized guidance, assist with moving money, offer knowledgeable trading support, and help troubleshoot technical issues.4 Whatever your financial goals, we're with you every step of the way.
To learn more about the benefits and whether they might be a good fit for your specific needs, call +1-415-667-7870.
Explore the U.S. market.
Have questions? We're here to help.
Call
Outside the U.S.
International toll-free numbers
In the U.S.
24x5 Customer Service
1:00 a.m. Monday to 1:00 a.m. Saturday (U.S. EST)
Mailing address
Send applications, deposits, and other materials to:
Charles Schwab & Co., Inc.
Attn: International Operations
1945 Northwestern Drive
El Paso, TX 79912-1108, USA