Help for Individuals
We help individual investors look after their financial well-being. That's true no matter how people choose to invest – via the Internet, over the phone or through our nationwide network of Schwab branches.
When it comes to retirement help, Schwab consultants are just a phone call away: 866-855-7545.
On schwab.com
Our website also offers retirement information for all generations.
- Younger Investors: Learn simple steps for setting goals and maximizing your earnings to build your retirement savings at any age.
- Baby Boomers: Create a retirement income plan and help guard against outliving your savings.
- Retirees: Manage distribution of hard-earned savings and track progress against your retirement income plan.
- Other Schwab Sites
- Gen X investors can learn about money and more.
- Schwab MoneyWise™ helps familes and educators teach the basics of money management.