Plan and invest with a consultant

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

  • A collaborative relationship with a Financial Consultant.1
  • Access to our wide range of solutions and expertise.
  • No charge to work with your Financial Consultant2.

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

  • They will look at your finances at an individual level.
  • They will educate you in creating a U.S. investment plan tailored to your needs and goals.
  • They are available to meet in person or over the phone.
Woman with laptop

Work together to meet your U.S. investing goals.

Your Financial Consultant can help educate you and demonstrate the various Schwab tools to allow you to create a plan and answer 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 trading strategies are available to me?

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.

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 available to you, 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.

Start investing in the U.S. today.

Have questions? We're here to help.

  • Call icon

    Call

    Phone: +65 6021 8070

    Singapore support:
    Monday – Friday, 9:00 am to 5:30 pm (SGT)

    U.S. support:
    24x5 Customer Service
    Monday 1:00 am to Saturday 1:00 am (U.S. EST)

  • Email Icon

    Email

    Write to us
  • Visit icon

    Visit Us

    8 Marina View
    #12-01 Asia Square Tower 1
    Singapore 018960

    Office hours
    Monday-Friday, 9:00 am to 5:00 pm (SGT)