Live Help

The Live Help window allows you to communicate directly with a Schwab Active Trader 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.

Sending Messages:

1. In the Main Menu, click Help > Live Help or click the icon in the toolbar
2. Type in the message under Enter Message
3. Click Send
4. To clear previous messages, click Clear.
5. Click Exit to close down the box.

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.