# Charles Schwab (Charley): finance AI features and pricing

Fintech and startup assistants. Made by Charles Schwab. https://www.schwab.com. Facts only, each with the product's own page and the date read, or "Not stated". No reviews, ratings or verdicts.

## Functionality and pricing

- Live quotes: Partial. Quotes and market information; fetch time not stated. (https://pressroom.aboutschwab.com/press-releases/press-release/2026/Meet-Charley-Schwabs-New-AI-Powered-Assistant-Designed-to-Help-Clients-Get-Answers-and-Take-Action/default.aspx, read 2026-11-02)
- Company filings: Not stated
- Cited sources: Not stated
- Earnings calls: Not stated
- Your portfolio: Yes. Balances, recent transactions, positions, statements and tax documents. (https://pressroom.aboutschwab.com/press-releases/press-release/2026/Meet-Charley-Schwabs-New-AI-Powered-Assistant-Designed-to-Help-Clients-Get-Answers-and-Take-Action/default.aspx, read 2026-11-02)
- Trade execution: Partial. Guidance on trading tasks; placing trades through Charley not stated. (https://pressroom.aboutschwab.com/press-releases/press-release/2026/Meet-Charley-Schwabs-New-AI-Powered-Assistant-Designed-to-Help-Clients-Get-Answers-and-Take-Action/default.aspx, read 2026-11-02)
- Scheduled tasks: Not stated
- Price alerts: Yes. Can set or manage alerts in the app. (https://pressroom.aboutschwab.com/press-releases/press-release/2026/Meet-Charley-Schwabs-New-AI-Powered-Assistant-Designed-to-Help-Clients-Get-Answers-and-Take-Action/default.aspx, read 2026-11-02)
- Markets covered: Not stated
- Document upload: Not stated
- Mobile app: Yes. Available in the Schwab Mobile App and on Schwab.com. (https://pressroom.aboutschwab.com/press-releases/press-release/2026/Meet-Charley-Schwabs-New-AI-Powered-Assistant-Designed-to-Help-Clients-Get-Answers-and-Take-Action/default.aspx, read 2026-11-02)
- API or agent access: Not stated
- Free tier: Not stated
- Entry plan: Not stated
- Top plan: Not stated
- Trial: Not stated
- Regions: Eligible U.S. retail clients, phased rollout beginning October 2026 (https://pressroom.aboutschwab.com/press-releases/press-release/2026/Meet-Charley-Schwabs-New-AI-Powered-Assistant-Designed-to-Help-Clients-Get-Answers-and-Take-Action/default.aspx, read 2026-11-02)

Per month is the stated monthly price, or a twelfth of a yearly price, in the plan's own currency. ≈ USD, converted at ECB rates of 2026-11-02 (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html).

## Product-track scores

None published yet.

Source: https://benchmarks.finance/products/schwab-charley/

Created and maintained by Moneda.