Two investment advisors and a technology officer work on a cybersecurity training plan.


We are vigilant in helping you protect your firm and your clients from cyber threats. Find resources, tools, and tips to strengthen your defenses. 



It's not if, but when

Cybercrime is a top risk in the financial industry. According to the Securities and Exchange Commission, 74% of firms have experienced cyberattacks.1  Schwab has resources that can help you train your team and strengthen your cyber practices. If you custody with us, visit our Cybersecurity Resource Center for a range of action-oriented tools that will help you create a robust program.

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Explore more resources

  • On demand cybersecurity education, at your pace

    Uncover potential gaps and develop a detailed action plan to keep your firm and client data safe with our Strengthen Your Cybersecurity Program virtual series.

  • Five steps to strengthen your cybersecurity program

    Reinforce your cybersecurity with these five steps. We can help you build a program to protect your clients and your firm.

  • Get your cybersecurity program compliance-ready

    Review the SEC's Office of Compliance Inspections and Examinations' latest risk alerts to help assess your cybersecurity program.

Keys to a more secure data environment

  • Keys to a more secure data environment

    Discover strategies for protecting data and creating a secure infrastructure.

  • Share tips for preventing fraud with your clients

    Learn about common fraud tactics and ways to prevent it from happening to you.


Cybersecurity Resource Center