Safeguarding your accounts and information.

Protecting your assets and data is our top priority, and our extensive security measures are designed to protect your online information.

Our commitment to online security.

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    We take our role as custodian seriously. As an industry leader, we provide several levels of protection. When you and your advisor choose Schwab, know that we follow stringent internal practices and business standards designed to keep your assets safe.

    Learn more about how we protect your information.

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    We work with your advisor to protect you from unauthorized account access and other security hazards.

    Learn more about these protections through SchwabSafe, a collection of security measures designed to keep your personal and financial information safe.

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    You and your advisor can have the highest level of confidence that your personal and financial information is protected when choosing Schwab.

    ​See the Schwab Security Guarantee.

  • Privacy

    Schwab does not sell your personal information and shares it with contracted third parties only to provide services requested by you, as allowed or required by law.

    Read our Privacy Notice.

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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