Live Help

The Live Help window allows you to communicate directly with a Schwab Trading Services Representative without having to pick up the phone. Just open the Live Help window, type your question, and the representative will respond in real time.

 

Note: Live Help Hours are Monday - Friday 8am-6pm ET (closed market holidays)

Sending Messages:

  1. In the Main Menu, click Resources > Live Help (chat)
  2. Type in the message under Please Enter Your Question
  3. Click Send
  4. To clear previous messages, click Clear.
  5. Click the red X in the top right corner of the Live Help window to close the Live Help window.

NOTE: It is important that you do not use the Live Help window in the Schwab® trading platforms to request, authorize or effect the purchase or sale of any security or commodity, to send fund transfer instructions, or to effect any other transactions. Any such requests, orders, or instructions that you send will not be accepted and will not be processed.