Trading
Our trading platform features sophisticated, yet easy-to-use electronic trading tools that can streamline your workflow by helping you execute and track trades more quickly and rebalance portfolios efficiently.
Gain greater trading efficiencies
Increase your productivity and efficiency by:
- Executing equity, ETF, mutual fund and option trades in just one location online
- Performing complex mutual fund transactions such as placing subsequent buy orders for closed funds and linked orders.
- Setting customizable trading preferences
- Streamlining your back office and scaling your firm to meet your goals with Schwab’s new Portfolio Rebalancer
Make informed decisions with robust online fixed income trading capabilities
Access and evaluate our wide inventory of fixed income products:
- Extensive breadth of product selection and depth of available inventory
- Comprehensive search and filtering functionality enabling you to quickly find the most appropriate security for your client.
- Dedicated trading interface providing a simultaneous view of your client’s portfolio and available inventories
Integrate with third-party trading interfaces
Meet sophisticated order management and routing needs with seamless end to end order processing:
- Acceptance of equity orders via FIX from any FIX enabled order management system
- Real-time connectivity to Schwab for order execution through one of many order routing networks
- Streamlined straight through processing eliminating manual data entry and minimizing costly errors
