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Long standing company that fits investors of all types. Has a large selection of funds with low expense ratios and funds that charge no transaction fees. Also has a roboadvisor, Schwab Intelligent Portfolio.

Why we like Schwab:


Long standing history

Charles Schwab Corporation ("Schwab"), founded by Charles R. Schwab in 1971, is a renowned American financial services company. Schwab is known for pioneering discount brokerage and providing accessible, customer-focused investment solutions. With a reputation for transparency and innovation, it is a trusted leader in the industry.

Female Accountant

Account Types

Extensive list of account types available:

  • Standard brokerage

  • Individual Retirement Accounts (Traditional, Roth, Custodial, etc.)

  • Small business (Individual 401k, SEP-IRA, Simple IRA, etc.)

  • Educational (529, Education Savings Account, etc.)

Mobile Customer

Customer Service

Flexible customer support options include phone, email, chat 24/7, and in person support at branches Monday-Friday. Some branches have Saturday hours.

Account features


Commission free trading of stocks and ETFs. But other account fees may apply (i.e., regulatory, account closure). 

Account Minimum + Insurance

No account minimums. SIPC insured.


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Things to consider

Fractional shares

Fractional share selection is limited compared to other competitors.


Does not offer cryptocurrency trading.


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