IBD Convert Your Account
Convert Your Accounts

Convert your accounts


As an independent Registered Investment Advisor (RIA), you can move forward faster. See how Chris Baker, principal of Baker & Associates in Irvine, California, grew her business and created the life she wanted by embracing the RIA model.

Watch the whole series

  • Video: Fast Forward

    Fast Forward

    It's time to fast track your success.

  • Video: IBD Plan Your Move

    Plan Your Move

    Map a route that meets your goals and timeline.

  • Video: Strengthen your practice

    Strengthen Your Practice

    Propel your business into the future.



  • Follow us on LinkedIn

    Join the conversation about independence.

  • Experience the Schwab difference

    Learn what working with the leading custodian can mean for you and your clients. 


This video is produced by Charles Schwab & Co., Inc. and is intended solely for investment professionals. The presentation is for general informational purposes only and is not intended to provide specific financial, compliance, regulatory, or legal advice. For further information, contact professionals in their respective fields for assistance. Third-party speakers and their firms are not affiliated with or employees of Schwab.

Experiences expressed are no guarantee of future performance or success, and they may not be representative of your experience.

The above-mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for informational purposes only.

Third-party trademarks are the property of their respective owners and used with permission.