Self Investing: Stock Screeners & Trading Software | Charles Schwab

Investment Guidance

One-on-One Guidance and Actionable Research Designed to Help Achieve Your Investment Goals

Achieving your goals takes careful planning, professional advice, and a range of resources to stay on track. That’s what we offer every client.

Investment Guidance for All Schwab Clients

Whether you invest on your own, need an occasional sounding board or want ongoing advice, we can help.

Invest on your own with premium research and resources.
Get ongoing advice from dedicated investment professionals.

Expert Insight and Research

All Schwab clients have access to professional-level research to help make more informed investment decisions.

Our research approach features a combination of proprietary and third party resources and tools that are clear and actionable.
Schwab Equity Ratings™¹ is just one example of our high-quality, fact-based research that helps you uncover new opportunities.

1. Schwab Equity Ratings do not take into account your individual circumstances, financial situation or needs, nor do they represent a personalized recommendation of a particular stock to you. Stocks can be volatile and entail risk, and individual stocks may not be suitable for you.

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Investment involves risk. The prices of securities fluctuate, sometimes dramatically. The price of a security may move up or down, and may become valueless. It is as likely that losses will be incurred rather than profit made as a result of buying and selling securities. Past performance is no indication of future results, and values fluctuate. The information provided here and in the workshops is for general informational purposes only and does not constitute an offer or solicitation or advice to buy or sell any security. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Investors should consider carefully information contained in the relevant offering documents, including investment objectives, risks, charges and expenses. You can request an offering document by contacting Schwab. Please read the offering documents carefully before investing.

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This site is principally designed for Hong Kong residents. For other countries, securities, products and services described are subject to country-specific restrictions and are not available in all countries. Nothing here is an offer or solicitation of these securities, products and services in any jurisdiction where their offer or sale is not qualified or exempt from registration.

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