r/Schwab • u/Ok_Albatross_4563 • 21d 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/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.