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Advisors: Leverage Schwab Advisor Center® to grow your retirement practice with Charles Schwab Trust Bank retirement solutions.
Whether you specialize in serving corporate retirement plans or managing investments for individuals within plans, Schwab has retirement solutions to help grow your practice. And our solutions allow you to manage retirement plans through Schwab Advisor Center®, our industry-leading platform that thousands of independent advisors use to serve their clients.
With Schwab Advisor Center, you can customize investment choices in the pooled retirement plans you manage using Schwab Retirement Advisor Portfolio, a comprehensive, separate account solution offered by Charles Schwab Trust Bank. It's a winning combination: the safety, security, and robust services of a leading institutional custodian to retirement plans, and the powerful investment capabilities of a platform built specifically for advisors.
You can also use Schwab Advisor Center to manage your individual clients' retirement plan savings in Schwab Personal Choice Retirement Account®. PCRA gives you and your clients access to thousands of additional investment choices available through Charles Schwab's brokerage platform.
There's also Schwab Health Savings Brokerage Account. Offered through some of the leading health savings account programs, this linked brokerage account allows you to maximize an HSA's tax advantages and your clients' savings.
Adding these solutions to your practice is easy. With a single login to Schwab Advisor Center, you can monitor client portfolios, research investment choices, and trade eligible stocks, bonds, ETFs, and other investments for all three solutions. One platform, no hassle, sophisticated management tools tailored to advisor needs.
The right brokerage partner can be a game changer for your practice. With Charles Schwab, you're partnering with a recognized leader in custodial and brokerage services with support for a broad range of investment technologies to serve your clients.
We'd love to talk with you about growing your retirement plan business. To speak with us and learn about the many solutions we provide, contact the Schwab Retirement Network.