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Schwab Signature Services Alliance™—Premium Services for Your Clients

Investment Managers working with Schwab Institutional can soon offer their most valued clients Schwab Signature Services Alliance. This program allows Advisors to provide their clients with an enriched, full-service offering that complements their expert financial advice and personal service.

Featuring a customized Web site and specialized service team, Signature Services Alliance can enhance customer service by redirecting routine client inquiries and freeing up your time for consultative client interaction. The dedicated service representatives are trained to understand and respect the unique relationship between Advisors and their clients.

   

Highlights


Premium Services

Customized Web Access:
A Web site tailored for your clients provides access to comprehensive account information, free investment research and real-time stock quotes*

Specialized Service Teams: Toll-free access to dedicated service representatives who can answer your clients routine account inquiries and provide backup Web support

Account Services:
Schwab Access™, Schwab MoneyLink™, Schwab BillPay™ and The Schwab Fund for Charitable Giving™

*Real-time quotes may be subject to Internet traffic or other delays.