Access the U.S. market and new investment opportunities with Schwab UK, a trusted and experienced partner for U.S. investing.
In this guided video, you'll get an up close look at some of the resources, tools, and guidance available to you when you open a Schwab UK account.
After you open an account and log in, you'll see a selection of tabs including: Accounts, Trade, Research, Products, and Service.
On the Accounts tab, you are able to see the total value of all your accounts, along with the Day Change activity. Below that is a summary for each individual account.
The Balances page is where you can see your cash and investment balances, as well as funds available to trade or withdraw for each account.
On the History & Statements page, you can see all transactions that have occurred over the last 24 months, view statements, trade confirmations, tax forms, and documents for previous years. You can also view the realized gain or loss that resulted from your trades.
The Transfers & Payments page explains how to easily fund your account with step-by-step processes outlined for various methods. You can also find information on this page on how to add and manage your external accounts with another U.S. financial institution. And to wire money from your Schwab account, click Wire Transfer.
When you're ready to place a trade, simply click on the Trade tab and choose the security you'd like to trade. You can view order status here as well as monitor items on your watch lists.
The Research tab provides you with current market information including news for U.S. and international markets. It's also home to charts for U.S. and other global indices as well as insights from both the Schwab Center for Financial Research and independent sources for a more balanced perspective.
Our proprietary stock selection method--Schwab Equity Ratings--provides a simple A through F letter grade indicating Schwab's outlook on approximately 2,700 U.S. securities.
The Products tab provides you with information about our investment products and cash management services.
The Service tab is where you can make changes to your account information, find relevant forms, and enroll to have your documents sent to you electronically instead of by mail.
Lastly, at the bottom of every page you'll find up-to-the-minute market indices information and our quote lookup tool to help you stay on top of the market.
If you have any questions while using the Schwab website, click on the Contact Us link at the top of any page. You can also call or email us any time; telephone service in different languages is available through our UK and Global Services team. Each member of this team is fully licensed for U.S. securities.
All of this only scratches the surface of the Schwab website. To learn more about how we can provide you with easy access to the U.S. market, contact us about opening a Schwab UK account.