Safeguard your firm
Safeguard your firm

Cybersecurity: Safeguard your firm

"You've worked hard to grow your firm and gain clients' trust. A strong cybersecurity program is essential to helping you protect both."

Adam Moseley, Technology Consulting, Schwab Advisor Services 

Cybersecurity and fraud threats are constantly evolving. To help you stay ahead—and keep your firm and clients safe—we offer these actionable resources to help bolster your security.

A perspective on cybersecurity

  • A perspective on cybersecurity

    David Edelman Video

    As former Special Assistant to the President for Economic and Technology Policy and current Director of MIT's Internet Policy Research Initiative, David Edelman shares his unique view on the cybersecurity landscape—and how to prepare for an attack.

  • Quick-start guide: 5 steps to strengthen your program

    Quick Start Guide

    Develop and organize your firm's cybersecurity program with our five key steps. 

  • Client checklist: Tips to prevent fraud

    Client Checklist

    Help your clients protect their data, information, and assets with this checklist of best practices and tips. Customize the checklist for your clients by adding your firm's logo and information.

Cybersecurity Resource Center

  • Cybersecurity Resource Center

    Schwab offers clients a range of trend data, educational resources, and tools that can help you address cybersecurity risk. Contact your Schwab Relationship Manager for help building a road map specific to your firm.

  • Explore more from Schwab

    Schwab provides guidance and support to help build and reinforce firms' cybersecurity efforts. Talk to Dynasty to explore how your relationship with them can be backed by the strength and stability of the leading custodian for independent advisors. 


Dynasty Financial Partners is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab.