Other products
We offer an array of additional investment, wealth management and lending solutions to help clients reach their financial goals.
Cash equivalents
Schwab has smart solutions to help you make the most of your clients’ cash. We provide you with some of the highest-yielding CDs anywhere along with a range of institutional money market funds to help you meet your clients varied cash needs.
An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.
Retirement and education accounts
A comprehensive set of retirement solutions, designed to meet a variety of client needs:
- Individual and small business: A variety of retirement solutions for individuals, self-employed and small business clients, including individual IRAs and robust Individual 401(k) and SEP-IRA programs that help maximize salary deferrals and contribution limits.
- Corporate: Comprehensive retirement plan administration alternatives for corporations of all sizes. Plans are available through Schwab’s bundled services and third-party administrators.
Charitable giving
Schwab Charitable™ provides advisors with the products and resources they need to meet their clients’ charitable giving needs in a tax-smart, efficient and cost-effective manner, including donor-advised funds and charitable trust services.
Annuities
Issued by life insurance companies, annuities provide the opportunity for long-term, tax-deferred growth. They can give clients who have already maximized other tax-deferred vehicles (such as IRAs) an additional vehicle for pursuing tax-deferred investment growth.
