Custody services that can give you an advantage

At Schwab, we know what it takes to compete in the wealth management business. For more than twenty years, we have been helping wealth managers grow and manage their practices with services that integrate custody, trading, clearing, settlement and investments. Today we serve nearly 7,000 advisors and custody over $697 billion in assets.

We offer three ways for you to work with us, depending on the way you run your business.

Is Schwab Account-to-Account custody right for you? Consider Account-to-Account custody from Schwab if you:

Want access to open architecture investment strategies and managers
Want to leverage the vast array of tools and resources that RIAs get from Schwab to manage and grow their businesses
See the potential to offload and automate portions of your account-level reconciliation process
Would like to explore ways to reduce your overall cost of doing business

Learn how Schwab Account-to-Account custody can help you gain a competitive edge

Is Schwab Trust Outsourcing right for you? You may want to consider Trust Outsourcing from Schwab if you:

Are currently outsourcing, but are seeking alternative providers
Have concerns about the substantial infrastructure required to provide trust services
Want to explore ways to reduce your overall cost of doing business
Would appreciate access to thousands of mutual funds and other investment options such as managed accounts

Learn how Schwab Trust outsourcing provides a solution you can grow with

Is Schwab Omnibus custody right for you? Consider Omnibus custody from Schwab if you:

Have separate omnibus custody relationships for different investments
See the potential to simplify your daily reconciliation process by aggregating and trading securities through one master account
Want access to thousands of mutual funds and other investment choices
Would like to explore ways to reduce your overall cost of doing business

Learn how Schwab Omnibus custody
can streamline your operations

(1009-9441)

Running a trust company or thinking about starting a trust company?

All inquiries are confidential.

Request more information directly from Managing Director David Newkirk.

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