Introducing Schwab Advisor StreetSmart Edge®

Our new, cloud-based solution for trading and streaming quotes puts you in control.

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New European data laws may affect your firm

We are changing our policies to meet the General Data Protection Regulation rules that go into effect in the European Union on May 25. Learn how these rules impact clients who live or travel in the EU.

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2018 RIA Benchmarking Study

Don't miss your chance to be part of the industry’s largest peer study. The study closes Monday, March 19, at 5 p.m. PT.

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Own Your Tomorrow

For general educational purposes.

Any investments reflected are for illustrative purposes only and are not intended to be nor should they be construed as a recommendation to buy, sell, or continue to hold any investment. Screen shots are for illustrative purposes only, may be historical in nature, and should not be used as a basis for any investment decision.

Schwab Advisor Services™ includes the custody, trading and support services of Charles Schwab & Co., Inc. ("Schwab"), a registered broker-dealer and member SIPC. Schwab Intelligent Technologies® (SIT) and Schwab Performance Technologies® (SPT) provide technology solutions to independent investment advisors, while Schwab provides them and their clients with custody, trading, and related support services. SIT, SPT and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other.

See the Institutional Intelligent Portfolios™ disclosure brochure for important information.

Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value

Institutional Intelligent Portfolios® (“IIP”) is a technology and service platform made available by Schwab Performance Technologies (“SPT”) to independent investment advisors (“Advisors”) who maintain a business relationship with Schwab Advisor Services™, a division of Charles Schwab & Co., Inc. (“Schwab”). IIP is used by Advisors to provide their clients with an automated investment management service. Schwab, a registered broker-dealer and member SIPC, provides custody, trading and support services. SPT and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products, including the Schwab One® brokerage account, are offered by Charles Schwab & Co., Inc., Member SIPC. Deposit and lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.

Schwab OpenView Gateway® and Schwab OpenView MarketSquare® are products of SIT made available exclusively to advisors that custody client assets with Schwab Advisor Services. PortfolioCenter®, PortfolioCenter Hosted™, and Schwab OpenView Integrated Office® are products of SPT.

Participating providers in the Schwab OpenView Gateway are independent companies that are not affiliated with SIT or any of its affiliates. They develop interfaces needed for integration of their applications and tools, which are then subject to validation and pilot before becoming generally available to advisors. Their participation in Schwab OpenView Gateway is not a recommendation or endorsement of, or referral to, the participant by SIT or any of its affiliates. Neither SIT nor any of its affiliates makes any representation or warranty about information furnished by any participating provider. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by them.

Schwab's Portfolio Rebalancer is provided by Advisor Software, Inc. (ASI). ASI is not affiliated with Schwab and is considered a third-party provider under the Schwab Advisor Center® website User Agreement.

Schwab does not provide legal, tax, or compliance advice. Consult professionals in these fields to address your specific circumstance.

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The mention of third-party firms is not, and should not be construed as a recommendation, endorsement, or sponsorship by Schwab. These firms are not affiliated with or an employee of Schwab.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

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