Schwab Private Client Services™
Support that fits your life and ambitions.
Talk to a Financial Consultant or call us at 866-855-9102 to learn more.
Personalized support. Informed decisions.
Clients with more than one million dollars in qualifying assets at Schwab are automatically enrolled in Schwab Private Client Services—a complimentary suite of benefits built for experienced investors with evolving goals.
It's a relationship designed to help you move forward with clarity, confidence, and support that fits your needs.
Priority access
Get prompt answers, resources, and support when you need them most.
Expertise
Connect with a Financial Consultant and network of Schwab specialists to help you with your sophisticated financial needs, including tax and estate planning, risk management, and banking.
Personalization
Keep your strategy aligned with what matters most to you, even as your life evolves.
Your Financial Consultant: Strategic support on your terms.
Your dedicated Schwab Financial Consultant gets to know your goals and helps you make the most of Schwab's services.
They provide clear guidance across investing, planning, and more—and connect you to specialists when needed, without extra legwork.
It's a flexible relationship that fits your preferences and evolves with your needs.
Decisions can feel easier when you have the right people in your corner.
Your Financial Consultant is backed by a coordinated team of Schwab professionals who bring deep expertise and a shared commitment to understanding what matters to you.
Whether you're navigating a major life change, tackling a complex decision, or simply looking for clarity, you'll have direct access to the right insights, right when you need them.
Wealth management specialists
Receive focused guidance across areas like investment strategy, risk management, charitable funding, and more. Your Financial Consultant acts as the connector, bringing in the right expertise at the right moment so your strategy stays aligned and your decisions are informed.
Service team members
Get priority assistance from your Schwab Private Client Services Team for day‑to‑day needs, including moving money, accessing knowledgeable trading support, and resolving technical issues. They keep tasks moving quickly so your day‑to‑day runs smoothly.
Rewards and benefits designed around you.
Your relationship with Schwab unlocks exclusive pricing and private experiences reserved for our most valued clients.
Enjoy unlimited free domestic wire transfers through your brokerage account.
Discover what's possible with Schwab.
Speak with your Financial Consultant or call 866-855-9102 to discuss Schwab Private Client Services.
Expanded support when your needs grow.
If your total eligible assets with Schwab reach ten million dollars or more, you qualify for Schwab Private Wealth Services™—an enhanced offering that builds on everything included here.
Common questions
Schwab clients with $1M in qualifying household assets, including a retail account, are automatically enrolled in Schwab Private Client Services.
No, Schwab Private Client Services is complimentary, with no fees to join—and your experience is enhanced with the following benefits:
- A dedicated Financial Consultant for premium guidance and support.
- Priority assistance from a team to help with your day-to-day needs and provide knowledgeable support.
- An annual $200 Card Statement Credit with the Platinum Card® from American Express Exclusively for Charles Schwab.1 Credit Card approval required. Terms apply.
- Access to specialists in a wide range of areas, including tax, trust, and estate planning, to help with your specific financial goals.
- Pricing benefits on mortgages and unlimited domestic wire transfers through your brokerage accounts.
We're always transparent about how our Financial Consultants are compensated, and we use a structure that keeps their focus on you. See how our professionals are compensated >
Yes, family members who reside at your primary address and have a Schwab account may also qualify for these benefits.
At Schwab, our highest priority is looking through our clients' eyes. This philosophy is instilled in our Financial Consultants and reinforced through training, supervision, and oversight. Our Financial Consultants follow Regulation Best Interest and the fiduciary standard to provide transparent guidance, so clients know their financial goals always come first.
To find a Financial Consultant, please call 866-855-9102.
Qualifying households with $1M to $10M of assets at Schwab are enrolled in SPCS for a minimum of 12 months. After 12 months, your household will be re-evaluated on an ongoing basis to determine if it will remain eligible.
Yes, your Financial Consultant can connect you with trading specialists who are well-versed in equity, exchange-traded funds (ETFs), options, and futures/forex trading. They can answer any of your trading-related questions and offer support with our trading platforms.