
Schwab offering summary:Ĭharles Schwab provides a consistent and generally enjoyable experience for mobile trading, regardless of the device. Schwab also offers a free tool for retirement planning, Schwab Plan. Customers can also elect to have their assets managed through Schwab's robo-advisor service, Intelligent Portfolios.įor personal advice, Intelligent Portfolios Premium offers clients unlimited one-on-one guidance from a certified financial planner for $30 per month and a $300 one-time planning fee. Here, services go beyond self-directed investing when it comes to retirement planning. Retirement services: Schwab comes in as our repeat No. The only gaps in the offerings are cryptocurrencies and forex.Īt Schwab, you can find every account type under the sun, including Individual, Joint, Traditional IRA, Roth IRA, Rollover IRA, Inherited IRA, Custodial IRA, 529 plans, charitable accounts, and even estate and trust accounts.Ĭryptocurrency: Cryptocurrencies such as Bitcoin, Ethereum, and Dogecoin are not available to trade at Charles Schwab.


Schwab offers everything from stocks (including fractional shares) and options trading to fixed income and retirement guidance. Like other full-service brokers, Charles Schwab delivers a robust suite of products and services.

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