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.

Navigating Risk & Regulations

Being vigilant about Cybersecurity

Help safeguard your firm and clients from cybercrime. Our Cybersecurity Resource Center provides actionable information and tools to help you organize, develop, and strengthen your firm’s cybersecurity.



March 15, 2018, 1:00 p.m. PT / 4:00 p.m. ET
European Union General Data Protection Regulation (GDPR)
March 20, 2018, 1:00 p.m. PT / 4:00 p.m. ET
Incorporating alternative investments into your client portfolios

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Managing Your Business

RIA Benchmarking Study open through March 19

Schwab’s industry-leading study, for RIAs that custody their assets with Schwab, provides competitive insights to help identify growth opportunities.

Managing Your Business

A powerful ad campaign—just for you

Your independence is everything, and we support that 100%. That's why we launched a national advertising campaign to help educate high-net-worth investors about the independent difference.

Serving Your Clients

eApprovals for wires, checks and now—journals

Our eApproval tool is the fastest and most secure way to help your clients approve move money requests. Watch a demo and use our step-by-step guides to help your firm get started.