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Product Description
About this Product
Effortless discovery and recovery of class action settlements and other shareholder entitlements across all security types:
- Enable the integration with Schwab or your portfolio accounting system
- We use AI tools to continuously scan global markets for recovery opportunities
- We match eligible clients, submit their claims, and direct deposit funds into their accounts.
About 11thEstate
Every year, clients leave billions in unclaimed funds on the table. At 11thEstate, we've made it effortless for advisors to recover those funds on behalf of their clients.
Our AI technology continuously scans global markets for class action settlements, SEC Fair Funds, and other shareholder entitlements. We automatically identify eligible clients, prepare and submit their claims, and ensure funds are direct-deposited into their accounts. With our direct integrations, advisors and clients can sit back and let us handle everything. It’s truly that easy.
Product Details
More info about us
Category
Integration Capabilities
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® and Schwab OpenView MarketSquare™ are services 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.