Offer clients quality products
Through Schwab, you have access to an array of quality financial products from Schwab and other companies, coupled with people who can help you evaluate them, so you can offer your clients what they need.
Individual securities
Choose from a full range of individual securities, including equities and fixed income products, traded online and backed by a dedicated trading team.
Mutual funds
Mutual funds are a cost-effective choice for clients seeking investment diversity and simplicity.
Exchange Traded Funds
Trade any Exchange Traded Fund including eight from Schwab that can act as the core building blocks of a diversified portfolio.
Managed accounts
Our Managed Account Platform helps you provide high-net-worth clients with access to a broad range of money managers and investment strategies, without taking on the administrative burden.
TAMP Platform
TAMPs enable you to outsource many time-intensive functions, such as manager research, portfolio construction, and performance reporting, so you can focus on cultivating client relationships.
Alternative investments
Give your clients a broader pool of investment strategies to choose from, but with lower investment minimums than traditional private placements and no added fees.
Trust Asset Services
Meet the needs of your trust clients with a fully integrated trust accounting and trading platform.
Other products
These include cash equivalents, retirement and education accounts, trust services, charitable giving, annuities and lending solutions.
