Welcome to Schwab Advisor Services

Welcome to Schwab Advisor Services™

One central place to gather updates and get a jumpstart on finding the information you need to move your business forward.

News & bulletins

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Advisors who participated in the 2019 RIA Benchmarking Study can now access their customized peer reports with hundreds of insightful performance metrics.

Compliance Insights

Regulatory readiness: How to attain and maintain a state of exam preparedness


Maintaining a mindset of perpetual readiness is the best way to prepare for an SEC exam. As rules and regulations evolve, having a plan to keep the firm’s policies and procedures up-to-date can help avoid last-minute panic when an exam is scheduled. This white paper explores the key steps in developing a culture of compliance and regulatory readiness.

Why Schwab

Get the facts on going independent


The RIA Roadmap provides you with the key steps to help you start your journey to independence as an RIA.

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Introducing Move Money

Schwab Advisor Center’s move money tool: fast, secure and convenient


The Move Money tool is the fastest and most secure way advisors can complete critical money movement tasks for their clients.