A man and woman in an office looking at paperwork

Solutions for Your Practice

We have more experience—and more advisor clients—than any other custodian.1 Count on our unmatched expertise, scale, and dedication to help you work toward exceeding client expectations.

Strategies to bring your firm vision to life

Improving your practice starts with asking the right questions. Which tactics will help you take your business to the next level? Use this assessment to focus your priorities and get actionable next steps based on your unique situation.

An investment advisor strategizes with a colleague.

Technology that fuels your success

Our flexible approach and expertise let you combine the best of our proprietary technology platform with leading third-party solutions. This means you get integrated and digitally supported workflows to help you seamlessly run your business—and focus on your clients.

An independent investment advisor smiles as she works

User-friendly digital onboarding

Our digital onboarding workflow changes the game for RIAs. Fast, secure, and customizable, it streamlines the onboarding process to save you time and minimize errors. The workflow is fast and secure, allowing you to open multiple accounts for your clients and send each signer one email to approve all accounts.

Transcript Open new window

More client time, no platform fees

  • More client time, no platform fees

    Our automated investing platform, Institutional Intelligent Portfolios®, helps investment advisors scale their businesses and save time with a paperless client account conversion process.* Now it's free of charge to advisors who custody with Schwab—no matter their AUM. Client accounts remain free of commissions and custody fees.

  • End-to-end integrations to fit the way you work

    Develop customized platforms that speed up your operations and improve your client experience. The deep and secure integrations with Schwab Advisor Center® offer the freedom and flexibility to run your business your way. 

  • Real-time quotes and trading capabilities

    With Schwab, integrated tools and common workflows function together to help you find investment opportunities and place trades quickly and easily.

Client solutions

Meet diverse client needs with a broad range of open-architecture products and services—from cash investments and retirement plans to deposit and lending products and services from Schwab Bank®.

Client solutions

Learn more

  • Managing risk

    Working with Schwab, you gain access to timely analysis from leading compliance and legal resources to stay ahead of regulatory change.

  • Growth planning

    When you engage with Schwab, you receive the full power of our insights and experience. Our clear and actionable consulting and education programs focus on your key business challenges. 

  • Marketing

    Schwab tools and resources help you create a brand that resonates to turn prospects into clients.

  • Forward thinking

    Tapping into the power of our RIA network and some of the brightest minds in business, we provide industry insights and immersive education. That means you can spot opportunities and move decisively. 

Seizing your professional destiny

Two advisors share a defining moment in their careers—the day they declared their independence. See the difference Schwab can make on your journey.


Get where you want to be

Talk to a Schwab Business Development Officer to learn how our innovation, insights, and resources can help you own your future and better serve your clients.
All conversations are completely confidential.

Man on phone with laptop and documents

*Institutional Intelligent Portfolios® ("IIP") is a technology and service platform made available by Schwab Performance Technologies ("SPT") to independent investment advisors ("Advisors") who maintain a business relationship with Schwab Advisor Services™, a division of Charles Schwab & Co., Inc. ("Schwab").

1.    Charles Schwab Strategy.

 Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value 

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (Member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.