Charles Schwab Advisor Services
Schwab has industry-leading services, support, and technology designed with firms like Altus Wealth Group in mind.
Schwab has been helping RIA firms and their clients for more than 35 years.
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$5.1T in AUM
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35+ years supporting independent RIA's
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Asset protection you can rely on
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Security is the top priority for clients.
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$0 commissions for online U.S. exchange-listed stocks, ETF's, and base options with no assets under management minimums
Schwab Alliance: A platform built with clients in mind
Through Schwab, we offer clients an online and mobile-friendly platform that provides an easy, secure, and convenient way to access your account information. Designed exclusively for clients of independent advisors, the platform makes it easy to take care of business.
Our clients can:
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Securely log in online and use voice verification when calling the Schwab Alliance team
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Review account information and print statements
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Make simple updates such as address and beneficiary changes
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Approve requests such as money movements with just a few clicks
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Offer view-only access for third-party professionals, even if they’re not Schwab clients
Are you ready to learn more about Schwab Alliance? Download the Overview