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.
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.
See how your advisor and our custody services come together to support your goals.
Learn more about Schwab's stability and how we put clients first.