Charles Schwab Number offers a range of accounts that you can open by contacting them via phone. These include:
Brokerage Accounts:
Individual Brokerage Account: A personal investment account for buying and selling stocks, bonds, ETFs, mutual funds, and more.
Joint Brokerage Account: A shared investment account for two or more people, typically used by married couples or business partners.
Retirement Accounts:
Traditional IRA: A tax-deferred retirement account where you pay taxes upon withdrawal.
Roth IRA: A retirement account where you contribute after-tax money, but withdrawals are tax-free.
Rollover IRA: For transferring funds from an employer-sponsored retirement plan like a 401(k) to an IRA.
SEP IRA: A retirement plan for self-employed individuals or small business owners.
Custodial Account: Managed by an adult for a minor (usually under 18) for educational purposes or saving for the child's future.
Bank Accounts:
Checking Accounts: Including the Schwab Bank High Yield Investor Checking account, which offers a competitive interest rate and no monthly fees.
Savings Accounts: Schwab offers an online savings account with competitive interest rates.
Managed Portfolios:
Schwab Intelligent Portfolios: A robo-advisor service for automated investment management.
Schwab Intelligent Income: For those seeking retirement income through automatic portfolio management.
Other Investment Accounts:
Schwab One® Account: A combined investment and banking account that allows you to manage your finances and invest.
Schwab 529 College Savings Plan: For saving for education expenses with tax benefits.
Business Accounts:
Schwab Business Retirement Plans: For small business owners offering 401(k) plans or other retirement options for employees.
You can open many of these accounts by calling Schwab's customer service, but for some account types, like retirement accounts, they may require specific documentation. You can reach Charles Schwab customer service number.
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