Trust Custody Services
For Trust Professionals who want to custody trust and non-trust assets with a single provider, access a range of investment products and powerful tools, and benefit from a seamless interface to their trust accounting system, Schwab Institutional is the right choice.
While you remain the primary custodian of the assets, let us help you streamline your middle office with either an account-to-account or omnibus trading relationship, in which Schwab Institutional acts as sub-custodian.
Single Source for Investment Products
With Schwab Institutional, you are not limited to our proprietary products, you have the flexibility to choose the investments products that are right for your clients’ portfolios. You also eliminate the need to maintain multiple relationships with investment providers because you can access an array of products through us, including:
- A managed accounts platform with more than 850 money managers and 2,400 strategies
- Leading mutual funds in Schwab's Mutual Fund OneSource® service, our no-load, no-transaction-fee mutual fund marketplace
- Top-ranked proprietary funds
- An alternative investment platform with a wide range of strategies
Seamless Integration
We constructed our platform based on the latest Windows-based technology to support all of your account types. Our service provides a single point of contact for technical support and integrated technology that interfaces with leading trust accounting systems. As a result, you’re able to consolidate assets with a single custodian, spend less time on reconciliations and more time focusing on serving your clients.
Exceptional Service
At Schwab, we know that you need the same level of exceptional service that you offer your clients. When you choose Schwab Institutional, we assign a dedicated team of seasoned professionals who understand your business. We will work with you to develop a program to meet the unique needs of your organization.
Are you an investment advisor? Learn of the range of Trust Asset Services available to help grow your business.
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