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Plan and invest with an advisor

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

  • A dedicated relationship with a Financial Consultant1.
  • 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 Consultant2.
work with advisor

Your dedicated 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 from 5:30 pm Sunday to 1:00 am Saturday (US EST).
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Work together to meet your U.S. investing goals.

You and your Financial Consultant can create a plan that answers all sorts of questions as you look to grow your U.S. investments, including:

  • What's the right U.S. investment mix for me?
  • How do I ride out today’s challenging U.S. market cycles?
  • What can I do to reduce my U.S. tax liability?

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.

chart of resources you can discuss with your financial advisor

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?

    Dedicated 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.

Check the background of our firm and work histories of our Financial Consultants on FINRA's BrokerCheck.

Start investing in the U.S. markets today.

Have questions? We're here to help.

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    Call

    Outside the U.S.
    +1-415-667-7870

    In the U.S.
    1-877-853-1802

    Customer service hours
    5:30 p.m. Sunday to 1:00 a.m. Saturday (U.S. EST)

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    Email

    Write to us
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    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