Check out some of our most popular tools and features.
Spotlight
Stock alerts
Use stock alerts to receive notifications for price changes, news and events, and more. Alerts can be created from the quote details of a particular security, your watchlist, the profile menu, and more. See the tutorial
Live chat
Easily connect with a Schwab representative for answers to your questions. To begin, tap the colored Schwab Assistant icon at the top of any page, then type "Chat with a representative."
Account
Account summary
Get an overview of all your Schwab and external accounts for a convenient look at your financial life.
Mobile check deposit
Deposit checks directly into your Schwab Bank or Schwab Brokerage and IRA accounts in a matter of minutes by taking photos of your check. See the tutorial
Investment Income Summary
Get a convenient view of your received and estimated dividends and investment income.
Transfer money
Easily move money across Schwab accounts, or send funds to friends, family, and others you trust, typically within minutes.
Schwab Assistant
Schwab Assistant is a virtual agent that can answer questions, provide general information, help you navigate the site, and more.
You can also use it to chat with a live representative. To begin, tap the multi-colored Schwab Assistant icon at the top of any page and then type "Chat with a representative."
Watchlists
Watchlists
Easily create customized watchlists to help you follow the price and performance of a security over time. See the tutorial
- Save up to 50 watchlists with up to 300 symbols per watchlist.
- Stream up-to-the-moment data to help you make real-time decisions.
- Sort Watchlist symbols by predefined criteria, up to 15 columns of your choosing.
- Set Watchlists as the first screen you see after logging in.
Charting
Our interactive charts have a range of customizable features and data overlays to help you analyze potential trade opportunities, including:
- Fundamental and technical indicators.
- Major index comparisons.
- Various date ranges, from one day to 10+ years.
- Chart styles, e.g. mountain, line, candlestick, and more.
Option chains
The option chains give you a quick overview of the market for options on the underlying stock. Shaded areas indicate in-the-money options, plus you can choose to view two-leg strategies, in addition to any combination of calls, puts, or greeks. See the tutorial
Trade
Trade Ticket
Our Trade Ticket provides easy access to multiple asset types (stocks, exchange-traded funds (ETFs), mutual funds, and options), and lets you place your trades from a single location.
Designed to make trading intuitive, the trade ticket:
- Populates relevant data as you build your order.
- Allows you to trade a range of securities (stocks, options, ETFs, mutual funds, and more), including up to eight stock or ETF orders at once.
- Includes extended hours to order timing choices.
- Can stream the limit price to help create marketable limit orders.
- Integrates the options chain within the options trade ticket.
Order status
See the status of your trades organized by account.
- Filter and sort your orders by Status, Date Range, and Security Type.
- Use the "Remember" function to save your filter and sort preferences.
Schwab Investing Themes
Thematic investing lets you align your investments with personal interests and values, including themes like Artificial Intelligence, Cyber Security, and Big Data.
To explore thematic investing, go to More (or Trade) > Thematic Stock Lists in the app navigation menu.
Markets
Markets & indices
View performance of major markets and indices around the globe with the ability to customize your timeframe to identify trends you're interested in.
News
Quickly scan breaking market news with the top headlines of the day. Filter by the sector that is important to you, as well as by global region, including Asia, Europe, Latin America, and more.
Research reports
Access premium, independent research reports from Morningstar® and Argus for a balanced perspective on what's going on in the markets.
Market insights
Stay on top of the ever-evolving financial landscape with practical insights at your fingertips, including:
- Latest market commentary from Schwab experts with the Schwab Center for Financial Research.
- Updates on key sectors, as well as options and futures markets.
- Learning paths and interactive course for more in-depth learning.
- Articles, videos, and podcasts to learn the way you want.
Profile
Push notifications
You can enable push notifications from the Schwab Mobile app to notify you of account profile changes, deposits, transfers, checking account activities, and more.
Text alerts
You can choose to receive alerts via text message instead of push notification, or as an additional delivery channel.
Face ID
Use biometric technology to securely access your account by enabling facial recognition in your Profile.
2-step verification
Our two-step verification lets you confirm your identity with a simple tap on your mobile app when you log in to devices you haven't told us to trust or every time you log in. Other verification options are also available.
Client Service
Branch locator
Easily find nearby branches and consultants by zip code or city and state, with maps to identify which is most convenient for you.
Travel notice
In just minutes, set a travel notice to inform Schwab about activity outside of your usual routine, allowing for more effective monitoring of your account.
Common questions
You can easily access statements and other documents such as tax forms and letters in just a few simple steps from your Schwab Mobile app. See the tutorial
The Schwab Mobile app offers a variety of protection features, including SchwabSafe®, to keep your personal and financial information protected. See the tutorial
Yes, you can deposit checks directly into your Schwab Bank or Schwab Brokerage and IRA accounts in a few quick steps. See the tutorial