What you get with Schwab.

Schwab serves as the custodian for your assets. That means we provide you and your advisor with industry-leading tools, service, and support. And we’re committed to meeting the unique needs of independent advisors and their clients, like you. 

You, your advisor, and Schwab.

Your advisor's expertise and our custody services come together to help protect your assets and support your investment goals.

To read more about how we work with your advisor, take a look at our brochure A Winning Relationship: You, Your Investment Advisor, and Schwab. You'll find an overview of how our products and services support your advisor's management of your investments, as well as information about our key role as your custodian: safeguarding your assets.

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How we protect your assets.

We’re committed to your ongoing security, and we have confidence in protecting the financial health of our company and our clients. We run our business with a sound capital structure and position our company for long-term strength and stability. We take appropriate actions to give our clients confidence in the security of their accounts.

Our brochure How Client Assets Are Protected at Schwab provides an overview of our asset safety and insurance policies. To learn more about our stability, review additional information about The Charles Schwab Corporation.

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Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. Schwab does not provide legal, tax, or compliance advice. Consult professionals in these fields to address your specific circumstance.

©2023 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored. See Charles Schwab Privacy Notice.

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