Serving Your Clients

Your business is built on client relationships. Schwab gives independent Registered Investment Advisor (RIA) firms tools, resources, and updates to stay informed and deliver responsive service.

An independent investment advisor listens to a client.

Extend your client experience beyond the office

Meet your clients where they are. With our mobile app and client site, you can offer user-friendly tools and information clients need, when they need it.

Resources for Your Clients >

A client reviews their investment account on a tablet.

Flexible trading and account management

Accelerate your business with technology built for your trading and account management needs. With more than 165 third-party integrations,1 our platform can be customized to help you work your way and focus on what matters most—your clients.

Account Management & Trading >

Two investment advisors discuss their tech strategy and how to customize Schwab's platform for them.

more information

Our latest tech enhancements

Increasingly, clients expect to approve and complete transactions online. Whether you're opening new accounts or moving money, see how we’re innovating on your behalf.

Serve clients' full financial lives

You help clients navigate more than just the stock market—you're there as they make important life plans. That's why we offer a range of solutions to help you deliver holistic financial services. This includes banking, lending, HSA investing, variable annuities, and so much more.

Financial Solutions >

A client holds her young daughter as they walk outside on a summer day.

contact

Your path to independence begins here

Take the first step toward 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.

(0421-1FTD)

1. As of March 31, 2021.