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Average Ratings 0 Ratings

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Description

Effortlessly manage your investments and execute trades with the support of Schwab. You can trade a variety of financial instruments such as stocks, options, bonds, mutual funds, and ETFs. By utilizing Schwab's website and mobile app, you can easily oversee your account anytime, anywhere. Access a suite of online tools designed to help you screen and assess investments and create a tailored financial plan. You can reach out to our financial experts whenever you need assistance, and you can also find local support at a nearby branch. Our trading platforms, whether web-based or mobile, are crafted to facilitate an excellent trading experience. Whether you're looking to sharpen your trading expertise or explore something new, you can tap into a community of professionals who are equally enthusiastic about trading. With just a touch, face ID, or a saved passcode, you can quickly check your portfolio balance, including assets held outside of Schwab, as well as your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is a breeze—simply snap a few pictures. Quickly view your positions and effortlessly trade various assets like stocks, ETFs, mutual funds, and options while enjoying the convenience of modern technology.

Description

Gain direct access to over 50 financial markets worldwide through your EXANTE account, including major exchanges such as NASDAQ, the London Stock Exchange, and the Tokyo Stock Exchange. This service is tailored for private investors seeking seamless entry to a variety of global trading venues and the ability to manage everything from a single multi-currency account. You can trade stocks, ETFs, bonds, futures, options, metals, and both fiat and cryptocurrencies. For wealth and asset managers catering to multiple clients, EXANTE offers the ability to introduce new exchange-traded and OTC instruments to your clientele while benefiting from simplified multi-account management and detailed reporting tools. The platform enhances investor relations and personal wealth services, backed by round-the-clock customer support. Additionally, private financial agencies managing investments for affluent families and groups can take advantage of flexible jurisdiction options, effortless asset transfers, and top-notch investor protection through our award-winning platform that is globally licensed. This comprehensive approach ensures that all your investment needs are met with professionalism and efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APS Payroll Yes 
ATAS No 
CFO Silvia Yes 
Caddi Yes 
Claritus Yes 
Financial Tech Wiz Trading Journal Yes 
Kinfo Yes 
Maxima Yes 
Moneytree Yes 
Motileo Yes 
Nitrogen Yes 
Obol Yes 
ProTracker Advantage Yes 
R0Y Yes 
StreetSmart Edge Yes 
Taiki Yes 
The Dividend Tracker Yes 
TradeZella Yes 
VISE Yes 
Wealth.com Yes 

Integrations

APS Payroll No 
ATAS Yes 
CFO Silvia No 
Caddi No 
Claritus No 
Financial Tech Wiz Trading Journal No 
Kinfo No 
Maxima No 
Moneytree No 
Motileo No 
Nitrogen No 
Obol No 
ProTracker Advantage No 
R0Y No 
StreetSmart Edge No 
Taiki No 
The Dividend Tracker No 
TradeZella No 
VISE No 
Wealth.com No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/brokerage

Vendor Details

Company Name

EXANTE

Country

Cyprus

Website

exante.eu/

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