Product infographic carousel
Product infographic images
Product Infographic captions
Product Description
About this Product
Customized Commercial Insurance for RIAs:
- Cyber Liability Insurance
- E&O Insurance, D&O Insurance
- ERISA Bond, Fiduciary Insurance
About Lockton Affinity
Lockton Affinity is part of Lockton Companies, the world’s largest privately held, independent insurance broker, and one of the most respected firms in the industry. We’re more than just insurance experts. Our team at Lockton Advisor specializes in the financial services industry. It’s our goal to deliver unparalleled customer service as we help financial professionals navigate the daunting world of commercial insurance.
, rich_textProduct Details
Contact Us
Phone
More info about us
Category
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.