Our Pledge

Advisor Services: Our Pledge to the Independent Advisor Community

Welcome to the future.

Our integration is now complete. We brought together two organizations, Schwab Advisor Services and TD Ameritrade Institutional, with long and storied histories of serving independent RIAs. This is our pledge to you and to every client we serve.

Industry-leading custody services, with no AUM minimums, no custody fees – and no intention to raise them

Because we believe that every firm of every size deserves world-class support.

Best-in-class technology and open architecture, including a rapidly growing network of third-party providers

We give you freedom to choose technology that fits the way you want to work.

The best and the brightest service professionals in this industry

With deep experience helping firms just like yours, and a commitment to seeing the world through your eyes.

In-depth practice management consulting and insights for every firm on our platform

From our industry-leading RIA Benchmarking Study to cybersecurity resources and more, we help you grow and stay on the leading edge.

An account opening process that is digital and streamlined

We're making conversion easy for you with a digital account opening process, so you can bring clients on board securely with just a few clicks.

In our own words

In our own words

Schwab Advisor Services team members share how the Pledge inspires them every day.


Schwab clients: Uplevel your client experience

Are you using Schwab's tools to your full advantage? Connect with your Service and Sales team to find out how our resources and services can help you exceed client expectations.


Deliver the service your clients deserve

Take full control of your client relationships in the RIA model. Connect with a Schwab Business Development Officer for a completely confidential conversation and to learn how we can help advisors like you break free.



TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.