Advisor Services

Product Description

About this Product

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YourStake.org provides all the tools financial advisors need to help clients understand and grow their social + environmental impact:

  • ESG Personality Types Questionnaire
  • Award Winning Impact Reporting
  • Analyze & Research Funds & Companies

About Stake PBC

YourStake helps advisors master the conversation with clients about sustainable investing. We help advisors a) understand the personalized values of each client, b) research funds and companies to achieve more impact, and c) report on that impact with full transparency. Our ESG Personality Types Questionnaire can help surface new leads or guide prospective clients through a values discovery process. Our screening capabilities help advisors diligence funds, construct stock portfolios (e.g. direct indexing), or compare among a set of model portfolios. Our best in class award-winning impact reporting is designed so that every piece of information is backed by the data sources, calculations, and simple ways to describe the context – advisors will never be caught off guard by a client question about why ESG.

Product Details

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Phone

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Social Media

More info about us

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Category

Research & Analytics
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Integration Capabilities

Daily Data Files
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Serving RIAs Since

2018
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Discount for Schwab Clients?

No

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.