Trading Services & Support
We are your dedicated point of contact for all trade-related requests. Start here, and we’ll get you where you need to go.
A trading team, dedicated to you
The Advisor Services Trading Desk team can help you execute straightforward trading strategies and connect you to additional expertise for more complex needs.
Whether you're looking for options strategies, block trades, portfolio margin, mutual funds, fixed income or securities lending, we've got you covered.
An extension of your team
Schwab's experienced professionals are here when you need us, offering on-demand trading expertise to help you implement sophisticated investment strategies and better serve your clients—all at no additional cost.
Find out how we go beyond the trade to help you craft customized strategies for your clients.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.
Use of portfolio margin involves unique and significant risks, including increased leverage, which increases the amount of potential loss, and shortened and stricter time frames for meeting deficiencies, which increase the risk of involuntary liquidation. Client, account, and position eligibility requirements exist, and approval is not guaranteed. Carefully read the Charles Schwab & Co. Guide to Margin and the Charles Schwab & Co. Margin Overview and Disclosure Statement for specific disclosures and more details. Charles Schwab & Co. Guide to Margin: https://www.schwab.com/resource/charles-schwab-guide-to-margin
Charles Schwab & Co. Margin Overview and Disclosure Statement: https://www.schwab.wallst.com/pdf/activetrader/marginriskdisclosure.pdf
It is the client’s obligation to evaluate the risks of portfolio margin when making investment decisions. Charles Schwab & Co. (Schwab) reserves the right at its sole discretion to decline a client the use of portfolio margin. In the event Schwab decides to terminate a client’s use of portfolio margin, the client’s account may be converted to the standard margin account. The conversion of a portfolio margin account to a margin account may require the liquidation of positions.