Alternative Investments 

This page provides helpful information about alternative investments at Schwab. Click on a link below to view a specific article.

Introduction to Alternative Investments at Schwab including Schwab platforms and Custody Services
Schwab delivers access to a wide range of alternative investments to leverage when building diversified portfolios. Choose from one of three platforms to find the right fit for your clients’ alternative investing needs. Additionally, Schwab’s alternative investment custody solution provides advisors further choice and flexibility to invest in securities not available on one of the above platforms.

Introduction to Schwab Alternative Investment Custody Services
Schwab's Alternative Investment Custody Services allows you to custody compatible alternative investments at Schwab and manage these investments alongside the rest of your traditional assets.

How to initiate a transfer or purchase for Schwab Alternative Investment Custody Services
Schwab’s Alternative Investment Custody Services allows you to custody compatible alternative investments at Schwab and manage these investments alongside the rest of your traditional assets. To initiate a transfer or purchase for Alternative Investment Custody Services, you can use DocuSign® and paper forms.

How to invest in a product available on the Schwab Alternative Investment Marketplace platform
Get detailed instructions on how to get started with the platform, including capital call process information.

How to subscribe to an investment available on Schwab Alternative Investment OneSource® Platform
The Schwab Alternative Investment OneSource® Platform enables you to efficiently build diversified portfolios of non-listed registered alternative investment funds with no Schwab transaction fees, low fund minimums, and the convenience you expect from Schwab.