Equity Trading: Schwab Institutional recognizes your trading needs may vary from moment to moment and from client to client. Through personal service and technology, we offer a variety of services for quick, convenient and efficient equity trading.

Fixed Income Trading: One call to your Schwab Institutional Fixed Income trader connects you to a full spectrum of individualized services and investment product resources.

Prime Brokerage: Recognizing that relationships with other firms may be essential to your business, our Prime Brokerage service maximizes your trading flexibility while centralized custody at Schwab streamlines account administration.

Separately Managed Accounts: At Schwab, we make it easy for you to create and manage your Separate Accounts framework by offering you flexible service choices and the efficiencies of centralized custody.

Mutual Funds: Imagine converting a market need into a mutual fund. You have the opportunity to do just that when we relay your ideas to the companies who develop the funds. The results are customized products that address evolving investing trends.

Investment Research: Tap into Schwab Institutional's research and special interest reports as an economical source of industry information or to supplement your firm's current research practices.