Product Description
About this Product
- Curated access to exclusive private market investments
- Tax efficient strategies across alternative assets
- Simple platform with white glove advisor support
About Citizen Mint
Citizen Mint is a platform built to help wealth advisors, family offices, and foundations access curated private market investment opportunities through a simplified and advisor-focused experience. Rather than offering hundreds of products, Citizen Mint conducts institutional-grade due diligence and provides a select list of opportunities across infrastructure, private credit, private equity, and real estate. The platform emphasizes quality over volume and supports advisors with education, operational assistance, and white glove service throughout the investment process. Citizen Mint also helps advisors identify opportunities that may enhance diversification, improve tax efficiency, and provide differentiated sources of income and return potential for client portfolios.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.