Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Effortlessly manage your investments and execute trades with the support of Schwab. You can trade a variety of financial instruments such as stocks, options, bonds, mutual funds, and ETFs. By utilizing Schwab's website and mobile app, you can easily oversee your account anytime, anywhere. Access a suite of online tools designed to help you screen and assess investments and create a tailored financial plan. You can reach out to our financial experts whenever you need assistance, and you can also find local support at a nearby branch. Our trading platforms, whether web-based or mobile, are crafted to facilitate an excellent trading experience. Whether you're looking to sharpen your trading expertise or explore something new, you can tap into a community of professionals who are equally enthusiastic about trading. With just a touch, face ID, or a saved passcode, you can quickly check your portfolio balance, including assets held outside of Schwab, as well as your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is a breeze—simply snap a few pictures. Quickly view your positions and effortlessly trade various assets like stocks, ETFs, mutual funds, and options while enjoying the convenience of modern technology.

Description

Automatically invest your spare change from daily purchases into a well-rounded portfolio and witness how quickly it accumulates. By investing the change from your routine transactions, you can easily see how it grows over time. Additionally, you can choose to set up regular daily, weekly, or monthly contributions to enhance your investment. If you prefer, you may also invest a larger sum into your account and let our advanced technology assist in its growth. Our platform, Raiz, develops and fine-tunes six diverse portfolios made up of ETFs listed on the Australian Securities Exchange. Keep in mind that, like any investment, there are risks associated with market performance, interest rates, and economic conditions. We prioritize the security of both your personal information and your funds, utilizing remote servers equipped with bank-level security measures and data encryption. Your data isn’t stored on your device, so you need not worry in the event of loss or theft. Moreover, your assets are safeguarded against fraudulent activities and cyber-crimes, ensuring peace of mind as you invest. By leveraging these features, you can focus on your financial goals without unnecessary stress.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CFO Silvia Yes 
Caddi Yes 
Claritus Yes 
Clockwork Yes 
Jorg AI Yes 
Kinfo Yes 
Nitrogen Yes 
PinkLion Yes 
PremiumGuardHQ Yes 
ProTracker RMD Yes 
R0Y Yes 
Riskalyze Yes 
The Dividend Tracker Yes 
TradeZella Yes 
Trademetria Yes 
TradersPost Yes 
TradingDiary Pro Yes 
Trellix Detection as a Service No 
Utluna Yes 
VISE Yes 

Integrations

CFO Silvia No 
Caddi No 
Claritus No 
Clockwork No 
Jorg AI No 
Kinfo No 
Nitrogen No 
PinkLion No 
PremiumGuardHQ No 
ProTracker RMD No 
R0Y No 
Riskalyze No 
The Dividend Tracker No 
TradeZella No 
Trademetria No 
TradersPost No 
TradingDiary Pro No 
Trellix Detection as a Service Yes 
Utluna No 
VISE No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/brokerage

Vendor Details

Company Name

Raiz

Country

Australia

Website

raizinvest.com.au

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