Financial Solutions

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Spotlight

The changing landscape of cash investments

Access a wide range of solutions offering secure, competitive cash options to meet the short- and long-term needs of your clients.

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Entrust Schwab Bank with your clients’ trust and banking assets

Charles Schwab Bank® is a full-service bank that offers a range of competitive deposit and lending solutions. It provides some of the highest levels of safety and security available to protect your clients’ assets.

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Your clients want choice for their retirement plan needs

Whether you’ve been advising clients on retirement plans for years or are new to the space, we’re here—and ready to help you grow your business. We have solutions designed for a wide array of plan sizes and types. With more than 25 years of supporting advisors, few know retirement better than Schwab.

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Investing

Schwab’s spectrum of investment options gives your clients the flexibility they want with the support they need.

Equities

Explore domestic and global equity markets with Schwab's open-architecture platform, backed by tools and resources to assist you with researching, monitoring, and validating equity investments.

Exchange-traded funds & mutual funds

Access a wide range of exchange-traded funds and mutual funds with Schwab's open-architecture platform, backed by the tools and resources you need to research, compare, and select third-party managed investments.

Fixed income

Leverage Schwab's comprehensive platform for all fixed income investing and a team of specialists to help locate a favorable combination of rates and maturities.

Managed accounts

Schwab provides access to a broad range of money managers, backed by tools and resources to assist advisors with researching, monitoring, and validating these third-party investment services.

Alternative investments

Gain convenient access to a wide range of alternative investments from leading firms to help advisors leverage a variety of alternative investments in client accounts.

Variable annuity

Take advantage of the Schwab Advisor Choice Variable Annuity® as a low-cost source of guaranteed lifetime income designed so that advisors can maintain control of asset-allocation decisions.

Education investing

Find convenient ways to save for education expenses in a tax-advantaged way, with proceeds withdrawn tax-free when used for qualified education expenses.

Cash management, banking & lending

You have access to a broad array of cash management, banking, and lending solutions from Schwab and Schwab Bank, letting you address your clients’ needs.

Cash management

Provide your clients with secure, competitive options for savings and investment cash, as well as for everyday cash. Review the products, features, and benefits of each to help you find the cash solutions that are right for your clients.

Bank deposit solutions

A Schwab Bank checking account, when linked to your Schwab brokerage accounts, offers the convenience of managing everyday cash and expenses, as well as an easy way to move money.

Bank lending solutions

Find complementary lending solutions such as mortgage products, home equity lines of credit, and pledged asset lending through Schwab Bank.

Tailored client services

Maximize your possibilities with advanced custodial support from Schwab. Use our broad range of customizable solutions to enhance your capabilities and increase your options.

Ultra-high-net-worth

Access tools and resources designed to help you provide exceptional guidance to wealthy individual and institutional clients. Backed by our open-architecture platform, our broad range of products and personalized services are supported by specialists who help you choose the right solutions for your clients.

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Charitable giving

Help clients give more strategically through a Schwab Charitabledonor-advised fund account—a tax-smart investment account with funds dedicated to charity.

Digital advice

Combine your wealth management expertise with the power of an automated investment management technology platform using Schwab's Institutional Intelligent Portfolios®.

Business solutions

Serve your business owner clients more effectively with flexible retirement, equity awards, and stock purchase plans from Schwab Corporate Services.