Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
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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

Easily engage in buying and selling shares with our highly rated trading platform, SelfWealth, which simplifies the process of establishing a complimentary share trading account for individuals, joint accounts, SMSFs, trusts, and corporations. Once you create your free account, you will also gain access to a secure SelfWealth cash account, allowing for convenient fund transfers directly from your bank via bank transfer or BPAY. Utilize our intuitive online trading platform to purchase stocks, ETFs, and various other securities listed on both the Australian and US stock exchanges. Access real-time pricing on both the stock and order pages, while monitoring your holdings—including profits, losses, current prices, and daily fluctuations—through our interactive portfolio feature. Additionally, leverage our exclusive market research tools, which include market analysis, a stock screening tool, and insights into popular stocks, to make informed decisions about your next investment. With these resources at your fingertips, you can navigate the trading landscape with confidence and ease.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Atlas Trade AI Yes 
CAS 360 No 
Caddi Yes 
Clockwork Yes 
Financial Tech Wiz Trading Journal Yes 
Jorg AI Yes 
Kinfo Yes 
LSEG Due Diligence Centre No 
Maxima Yes 
Nitrogen Yes 
PinkLion Yes 
R0Y Yes 
Riskalyze Yes 
SmartOffice Yes 
StreetSmart Edge Yes 
Taiki Yes 
TradeZella Yes 
Trademetria Yes 
TradingDiary Pro Yes 
Wealth.com Yes 

Integrations

Atlas Trade AI No 
CAS 360 Yes 
Caddi No 
Clockwork No 
Financial Tech Wiz Trading Journal No 
Jorg AI No 
Kinfo No 
LSEG Due Diligence Centre Yes 
Maxima No 
Nitrogen No 
PinkLion No 
R0Y No 
Riskalyze No 
SmartOffice No 
StreetSmart Edge No 
Taiki No 
TradeZella No 
Trademetria No 
TradingDiary Pro No 
Wealth.com No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$9.50 per trade
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/brokerage

Vendor Details

Company Name

SelfWealth

Founded

2012

Country

Australia

Website

www.selfwealth.com.au

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