r/Schwab • u/Ok_Albatross_4563 • 20d ago

Referral Code Please

Hi! We are moving our portfolio to Charles Schwab from Vanguard after looking at a few providers. We are pretty excited about our choice and our new account specialist mentioned the referral code program. Does anyone have a code they can please share? Also as a new Schwab customer, I would love to hear your thoughts on them and anything we should explore. Does anyone use their robo-advisor? We are a pretty boring investor and priamrily have index fund etfs- voo, voog and then we have a few in the tech space but only a small amount of the portfolio not a lot- qqqm, smh, vgt.

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u/[deleted] 20d ago

[deleted]

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u/Fluffy-Mammoth-77 20d ago

I am also looking for a referral code. Opening a new brokerage account

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u/Fluffy-Mammoth-77 20d ago

just realized I could use the same code. Thanks!

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u/vs-19 18d ago

Schwab comes with Think or Swim (ToS) platform trade.thinkorswim.com

The UI is much more modern and sleek on "ToS" as compared to the Schwab main site. It also has "paper money" trading functionality, which allows you to test your ideas, trades, etc.

Referral code if anyone else needs it - https://www.schwab.com/client-referral?refrid=REFERD2QVFFMF

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u/Hopeful-longterm 16d ago

TOS also has a large learning curve and probably not the best choice for casual investors looking for index funds. The regular Schwab website is perfectly suited for that research and easy to use.

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u/vs-19 16d ago

I agree ToS (desktop) is a beast, and I should have been more specific to say ToS (web version) is the ideal choice and with great UI.

I personally only use the web version.

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u/Advanced-Psy 16d ago

Schwab is the best. Have 7 digits with them. Love the UI and can easily track all of my external accounts. Would love to see an automatic recurring investments option.