COVID-19 Resource Hub
To help you quickly navigate challenges during this pandemic, we’ve pulled together valuable resources from across Schwab.
What you need to know—in one place
We are closely monitoring the COVID-19 situation and its impacts. To help you stay informed, prepared, and ready to respond, we’ll keep this page updated with actions we’re taking as a business and insights that are relevant to you and your clients.
To access certain information, you will need to log in using your Schwab Advisor Center® credentials.
Bulletins
We're doing everything we can to minimize disruptions. Like you, we are responding to higher volumes of calls and requests. Remember that our digital tools are often the quickest way to initiate urgent requests, check on progress, or prepare clients for completing requests remotely. View estimated processing times for service requests.
Stay current with the latest Schwab updates. A full roster of bulletins is posted to the News & Resources tab on Schwab Advisor Center®.
Business continuity
Get answers to some of our most frequently asked questions.
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How we are handling the COVID-19 crisis
We have comprehensive plans and dedicated teams to help us address situations like this. See what we’re doing.
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How Schwab protects your clients' assets
Moments like these, exacerbated by market volatility, can lead to anxiety for investors. Reassure clients and help them understand how Schwab protects their accounts.
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Government agency and industry resources
Keep up with regulatory and policy responses by going straight to the source. These external resources can help you stay up-to-date as the situation evolves.
By clicking on these links, you will leave Schwab’s website.
Practice management
Find valuable resources to help you manage your business during these tough times.
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Move fast with digital tools
Schwab Advisor Center offers you a fast, secure way to process requests, especially in an ever-changing environment. And it can also help reduce errors. Find digital best practices and smart ways to execute.
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Building business continuity plans
The pandemic will likely lead to more intense regulatory scrutiny of how advisory firms prepare to navigate through disruptive events. Explore the building blocks of an effective business continuity plan.
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Making sense of regulatory changes
We’re looking out for any regulatory and policy changes that could affect your business and your clients. Here’s what you need to know.
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Ensure clients can act quickly and confidently
Keep your clients informed of important processes, account tools, and Schwab’s role as a custodian with the Client Learning Center. Walk clients through the website over the phone or share the link via email.
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Defend against cybercrime
As public demand for information about the pandemic remains high, educating your clients and your own team on cyber-safe practices is especially important. Use these resources to educate them on how to protect against fraud.
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Help clients maximize charitable giving
You’re in a unique position to proactively engage with clients to help them maximize their charitable giving impact during this pandemic. Learn how to support your clients' relief efforts and explore guidance on giving.
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Market commentary to keep clients informed
COVID-19 uncertainty is causing massive swings in the stock market. As conditions continue to change, look for timely talking points and insights from Liz Ann Sonders and other Schwab analysts that you can share with clients.
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Insights for engaging clients
Now, more than ever, your clients may depend on you for calm and trusted guidance. Here are resources to help you communicate effectively—and boost client trust.
Our team stands ready to support you and your clients.
As we navigate uncharted times together, know that we’re doing everything we can to minimize disruptions and keep you informed. Remember that our digital tools are often the quickest way to initiate urgent requests, check on progress, or prepare clients for completing requests remotely.
If you have questions, we’re always here.