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Signature Services Alliance™
Complement the expert financial strategies and personal services you provide to your clients with Schwab Signature Services* Alliance. This program enables you to work with us to provide a premium suite of products and services customized for your clients.
Expand Your Services
Convenient
Online Access
The Schwab Signature Services Alliance Web site**, www.schwaballiance.com,
offers your clients direct access to the following:
- Comprehensive account information including account balances, positions,
and history
- Free independent research from reliable resources including Credit
Suisse, Dow Jones & Co., First Boston, First Call, PR Newswire, and
Standard Poor's
- Free real-time quotes***
- SchwabAlerts offers market securities and transaction updates via
e-mail
- CEO Speaker Series
Specialized Service Teams
Your clients who call Schwab with account and Web site inquiries gain
access to a dedicated team of representatives who provide thorough customer
service, and are specially trained to recognize them as clients of Investment
Managers.
*Schwab Signature Services Alleance benefits are available exclusively to your clients with $100,000 or more in housefold assets with Charles Schwab & Co, Inc.
**Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades, maintenance, or for other reasons.
***Real time quotes may be subject to Internet traffic or other delays.
Program Advantages
Leverage Schwab Signature Services Alliance to:
- Compete with full-service brokerage firms offering online access and
transactional accounts to their clients.
- Enhance your client services without investing the capital to build
a technologically advanced Web site.
- Redirect your clients' inquiries regarding basic account information to a Web site, freeing your time for more consultative client interactions.
