How Schwab protects your assets
Protecting assets is our number one job as your custodian. For more than 50 years, our rigorous practices and standards have won the trust of advisors and their clients.
Safety and security 24/7/365
Don't let risk management get you down. From safeguarding money movement to monitoring regulations to flagging fraud schemes, we strive to make risk management more manageable. This is just one reason RIAs trust us with more than $4 trillion in assets.1
Building winning relationships
You're an independent advisor, but you work with Schwab. That can be tricky to explain to clients who aren't familiar with the advisor-custodian relationship. Our "A winning relationship" brochure walks clients through how Schwab serves them and supports you. From technology to solutions to privacy and security standards, we help you show you're stronger with Schwab.
Additional resources
Schwab clients: Have a question about asset safety?
We're here for you. Simply log in to Schwab Advisor Center® to find contact information for your service and sales professionals.
Make your next move with confidence
Ready to take your practice further? Whether you're comparing custodians or simply have questions about independence as an RIA, we're here to help.
1. 2Q25 Growth in Client Assets and Accounts, 7/25