Advisor Services

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Equities and Options

Member for

11 months 2 weeks
Schwab ID
A063545
Submitted by Marc.Jones on Fri, 12/01/2017 - 10:48

Schwab’s open-architecture trading platform delivers access to the widest possible range of individual domestic and global equity investments, supported by dedicated Advisor Services Schwab trading professionals ready to help you harness the best options for your clients. Choose from:

  • Domestic and International equities
  • Options
  • Custom hedging strategies
  • Restricted stock services
  • Initial and secondary public offerings

Research, monitor, and validate equity investments

Streamline your workflow and execute trades efficiently with Schwab's powerful electronic trading platform or third party integration. We are committed to providing fast, quality executions with the highest level of transparency related to our performance, process, and practices.

Our platform makes it easy to monitor holdings and evaluate investments via:

  • Supply-and-demand alerts
  • Schwab and third-party research
  • Earnings releases and prospectus information

For more complex trading needs, rely on our Schwab Advisor Services trading professionals to assist with:

  • Setting order strategies to help protect a profit, limit a loss, or assign order qualifiers to a trade to further specify how the order should be completed
  • Executing block trades when trading in the same security for more than one account
  • Managing restricted stock sales and understanding how to navigate share restrictions
  • Accessing foreign equities from more than 40 foreign markets; equities are backed by in-depth research and settled in U.S. dollars