Welcome USAA members.

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Welcome USAA members.
Take the next step toward your tomorrow with Schwab. 

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Plan and invest with a consultant.

Get personalized advice from a dedicated Financial Consultant1 supported by a team of specialists.

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Or call 877-336-5388.

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  • A dedicated relationship with a Financial Consultant¹

  • Personalized financial plan to meet your goals

  • Access to our full range of solutions and expertise

  • No charge to work with your Financial Consultant²

Personal support

Looking at finances on an individual level

Personal support

Looking at finances on an individual level

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

  • They will assist you in creating a financial plan tailored to your financial needs and goals.
  • They are available in-person, over the phone, or by video chat.
  • We are transparent about how our Financial Consultants are incentivized and compensated.1 See how our Financial Consultants are compensated.

Work together to create a plan to meet your ever-changing goals.

 

You and your Financial Consultant can create a financial plan that answers all sorts of questions as your life evolves, such as:

  • How much do I really need when I retire?

  • How can I plan for multiple college tuitions?

  • How can I prepare for unexpected life events?

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Your go-to-contact for our full range of financial services and expertise.

Your Financial Consultant can help you choose the right level of advice and service based on your goals, and connect you to specialists when you have more complex planning and financial needs, such as trust, estate, and fixed income.2

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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 can help you determine the level of advice, service, and products you need based on your financial goals. You'll only pay for those that you choose, and any costs will be explained to you.

  • How can I get access to a Financial Consultant?

    Dedicated Financial Consultants are generally made available to clients with $500,000 or more in assets at Schwab. Of course, any Schwab client can talk to an investment professional anytime. You can learn about our range of investment management solutions and we'll work with you to determine the right solution for you.

Additional complimentary services.

At Schwab we recognize that as your investments grow, your financial needs may become more complex. That's why we provide a suite of complimentary benefits – including priority service, rewards and benefits, and more – when you have more than one million dollars in qualifying assets at Schwab.   

$1M+ IN ASSETS

Schwab Private Client Services™

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$10M+ IN ASSETS

Schwab Private Wealth Services™

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

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Common questions

Your Financial Consultant can provide professional guidance to help you stay on track with your financial goals. They can help with things like: being a sounding board for investment decisions, helping to position your portfolio to weather volatile markets, and providing an informative point of view.

Your Financial Consultant makes recommendations based on you—your goals, your financial situation, your tolerance for risk, and any other factors that should be considered so that the guidance you receive fits what you want to accomplish. Their compensation is structured to help limit conflict of interest, focusing on your priorities. They also back their service with a Satisfaction Guarantee3. Go to schwab.com/satisfaction to learn what’s included and how it works.

Your Financial Consultant will review any applicable fees and commissions you'll be paying, so those costs will be transparent and you'll understand exactly what you're paying.

Your Financial Consultant1 is paid in several ways. First, they receive a "base salary" to serve all the clients in their practice. Financial Consultants also receive two other sources of compensation: service and solutions pay. To learn more, visit our Financial Consultant's compensation page.

You can review your Financial Consultant's bio. Or for more detailed, you can use BrokerCheck. This site lets you research financial brokers, advisors, and firms for information such as employment history, regulatory actions, and investment-related licensure, arbitrations, and complaints.

Dedicated Financial Consultants are generally made available to clients with $500,000 or more in assets at Schwab and more complex investing needs. That said, you and every Schwab client can count on tools, research, and 24/7 support from investment professionals to help you reach your goals.

All of our Financial Consultants provide highly personalized advice based on your goals, asset size, and investing needs. They can also connect you to specialists when you have more complex planning and financial needs, such as trust, estate, and fixed income.