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Essential questions every investor should ask

Challenge yourself and your broker to determine if you're on the right path, and with the right person.


Have you educated yourself on the fees and commissions associated with your investments? Do you understand all the fees and commissions you're paying, as well as how they might be impacting your returns?

Do you have a team of professionals behind you or just one person? Can you speak to a specialist in fixed income, global investing, or trading when you need to?

  • Our investment professionals are supported by the research and insights of our own experts and industry professionals, and they have the opportunity to regularly engage with our experts.
  • In addition, a wide range of specialists are available to speak directly with clients, and your investment professional can help direct you to the appropriate specialist.
  • In addition to our investment professionals and specialists, you can always reach a licensed representative via phone.
  • You can also access our research and insights online at under the "Insights" tab.

Do you have tools at your disposal to clearly track your progress toward your goals? What benchmarks and measures are you and your broker using? This should be simple and transparent, not confusing and complicated.

  • For many investors, it is important to have a long-term plan and track it over time to make sure you understand how you are making progress toward your goals.
  • Confirm with your Financial Consultant that you have an up-to-date plan in place and discuss your preferences for how you want to review your progress over time.
  • We use industry-standard benchmarks that are appropriate for the type of investments in your account(s).
  • Clients can access performance-reporting tools, such as the Quarterly Portfolio Profile and Gain/Loss Report at the "Portfolio Performance" tab under "Accounts."

Have more questions? We're here to help.

  • Call

    Phone: +65 6021 8070

    Singapore support:
    Monday – Friday, 9:00 am to 5:30 pm (SGT)

    U.S. support:
    24x5 Customer Service
    Monday 1:00 am to Saturday 1:00 am (U.S. EST)

  • Email

  • Visit Us

    Charles Schwab SG Pte. Ltd.
    1 Temasek Avenue #15-02
    Millenia Tower, Singapore 039192

    Office hours
    Monday-Friday, 9:00 am to 5:00 pm (SGT)