Serving Your Clients

In a business built on relationships, your client experience is everything. Schwab gives independent Registered Investment Advisor (RIA) firms the tools, resources, and updates to help you stay informed and deliver exceptional service.

Create a seamless client experience

Your clients are online, so your digital client experiences should match your caliber of service. With our mobile app and client site, you can offer user-friendly tools and the information clients need, when they need it.

Resources for your clients >

Flexible technology built for the way you work

Accelerate your business with technology built for your trading and account management needs. With more than 180 third-party integrations,1 our platform can be customized to help you work your way, so you can focus on what matters most — your clients.

Account management & trading >

Holistic financial solutions for every client

You help clients navigate more than just the stock market. You're there to support them as they make important life plans. Our range of solutions helps you deliver holistic financial services, including alternative investments, cash management, lending, and so much more.

Financial solutions >


  • Schwab clients: Uplevel your client experience

    Are you using Schwab's tools to your full advantage? Connect with your Service and Sales team to find out how our resources and services can help you exceed client expectations.

  • Deliver the service your clients deserve

    Take full control of your client relationships in the RIA model. Connect with a Schwab Business Development Officer for a completely confidential conversation and to learn how we can help advisors like you break free.


1. As of October 28, 2021.