May 27, 2021

Scale Your Practice—Help Boost Your Efficiency with Model Portfolio Unitization Services

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Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("Schwab"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. 

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank, Member FDIC; Charles Schwab & Co., Inc., Member SIPC; and Schwab Retirement Technologies, Inc.® (“Schwab RT”). Trust, custody, and deposit products and services are offered by Charles Schwab Trust Bank. Brokerage products and services are offered by Charles Schwab & Co., Inc. Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent third-party administrators.

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