Serving Your Clients

Account Management & Trading

Scan and deposit client checks electronically

The new Advisor Check Deposit feature lets you scan and deposit checks into your clients' brokerage accounts using popular desktop scanners. Watch a quick video and download our quick-start guide to get started.

Financial Solutions

Changing landscape of cash investments

As custodians of the platform that supports you and your clients, we've been evolving our cash strategy to ensure we continue to provide a breadth of secure, competitive cash options to meet short- and long-term needs.

Resources for Your Clients

Get clients enrolled in Schwab Alliance

Ensure your clients have access to both Schwab Alliance and the Schwab Mobile App—the key to using electronic approval tools—with this step-by-step guide.