Offer Clients Quality Products

You have access to an array of quality financial products from Schwab and Schwab Bank and other companies, along with specialists to help you evaluate them, so you can offer your clients what they need.

Offer Clients Quality Products

  • Fixed Income

    Great choices to help meet your client's capital preservation and income goals. Fixed income products are traded on a robust online platform and backed by a dedicated trading team.

  • Managed Accounts and TAMPS Platform

    Managed Account Platform helps you provide high-net-worth clients access to a broad range of money managers and investment strategies, without administrative burden. Tamps enable you to outsource time-intensive functions, like manager research, portfolio construction, and performance reporting, so you can focus on cultivating client relationships.

  • Cash Management

    Access to a wide spectrum of cash investments, products and services designed to offer a combination of competitive returns, easy access and efficient cash management to help balance portfolio risk.

  • Alternative Investments

    Alternative Investments custody policies allow clients to hold many alternative investments in their accounts. These include both alternative assets (those that are not stocks, bonds, or cash) and alternative investment strategies which help client diversification potential.

  • Schwab Advisor Choice Variable Annuity™

    Schwab Advisor Choice Variable Annuity™ is specifically designed to help Registered Investment Advisors (RIAs) meet the needs of their clients. It offers RIA clients a flexible, low-priced variable annuity with the option to protect their retirement income.

  • Schwab Charitable

    Help clients with their charitable giving and legacy through a Schwab Charitable account—a tax-smart investment account with funds dedicated to charity.

  • Lending Products From Schwab Bank

    Competitive rates and low costs on a range of mortgage and lending products. Options include mortgages and home equity lines of credit from Schwab Bank’s home lending program provided by Quicken® Loans®, and a Pledged Asset Line® from Schwab Bank.

  • Add PCRA to benefit your clients

    Learn more about Schwab's account solution (Schwab PCRA) for your clients who want more out of their retirement investments.

  • See the client website

    Tour the website you and your team will use daily. Contact us today and ask for Showcase access to tour the client website on test accounts.

  • Find a local representative

    Contact us by phone, online, or contact form to answer questions and for more information.

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    All inquiries are confidential


The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience. 

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

For informational purposes only. Third party trademarks are the property of their respective owners and used with permission. Third party firms and their employees are not affiliated with or an employee of Schwab.

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.