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Plan and invest with a consultant.

Get personalized guidance from a Financial Consultant supported by a team of specialists.

  • A collaborative relationship with a Financial Consultant.1
  • Personalized U.S. investment plan to meet your goals.
  • Access to our wide range of solutions and expertise.
  • No charge to work with your Financial Consultant.2

Your Financial Consultant will get to know you and your needs.

  • They will look at your finances at an individual level.
  • They will assist you in creating a U.S. investment plan tailored to your needs and goals.
  • They are available over the phone.
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Work together to help you meet your U.S. investing goals.

Lean on your Financial Consultant as you aim to grow your U.S. investments. Get one-on-one help with:

  • Using Schwab's U.S.-focused trading platforms.
  • Staying up-to-date on U.S. markets.
  • Understanding Schwab's research and products.
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Your go-to contact for all our services and expertise.

Your Financial Consultant can connect you to Schwab specialists and resources when you have more complex trading and investing needs.

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At Schwab, there's no cost to work with your Financial Consultant.²

There's no 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 recommended, and you'll pay only for the products and services you choose.

  • How can I get access to a Financial Consultant?

    Financial Consultants are generally made available to clients with US$1 million or more in assets at Schwab. Of course, any Schwab client can talk to an investment professional anytime at no cost.

Additional complimentary services.

We recognize that your needs are complex and ever-changing, which is why we offer a complimentary suite of benefits for clients with qualifying assets 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.

With our tailored services, you will receive priority assistance from our experienced licensed professionals with U.S. investing expertise. Our specialists can deliver personalized guidance, assist with moving money, provide knowledgeable trading support, and help troubleshoot technical issues.1 No matter your financial goals, we're with you throughout your investing journey.

To learn more about the benefits and whether they might be a good fit for your specific needs, call +1-415-667-7870.

Start investing in the U.S. markets today.

Have questions? We're here to help.