Features & Services Section

Articles related to account services 

This page will provide you with helpful information about Schwab Alliance, Administrative Trustee Services and more. Click on a link below to view a specific article.

Introduction to Schwab Alliance
Schwab Alliance is a website and mobile platform that provides easy access to account information and is designed exclusively for the clients of advisors who custody with Schwab. The website and mobile app offer practical financial tools and resources that can empower your clients to manage account details, access statements and tax documents, and securely authorize transactions, making it easier for them to work with you and with Schwab.

How to invite your clients to Schwab Alliance
Schwab Alliance is a website and mobile platform that provides easy access to account information and is designed exclusively for the clients of advisors who custody with Schwab. The website and mobile app offer practical financial tools and resources that can empower your clients to manage account details on their own, access statements and tax documents, and securely authorize transactions, making it easier for them to work with you and with Schwab.

How to customize Schwab Alliance
Schwab Alliance is a website and mobile platform that provides easy access to account information and is designed exclusively for the clients of advisors who custody with Schwab. To help meet both your firm’s and clients’ needs, Schwab Alliance offers options you can use to brand and tailor your clients’ Schwab Alliance experience.

How to grant View Only access to Schwab accounts
View Only online access is for clients who want to share brokerage account information with another Schwab client or with a third party. View Only users can view account balances, positions, transactions, and statements, but they cannot trade or move money in the account.

Introduction to Administrative Trustee Services
Charles Schwab Trust Company of Delaware offers Administrative Trustee Services for your clients who require a corporate trustee.

Introduction to ProxyEdge
ProxyEdge is Broadridge's suite of electronic voting services that help simplify the management of institutional proxies. ProxyEdge offers your firm the convenience of managing, tracking, and reconciling your clients’ ballots electronically. It also allows your firm to delegate voting management to a third-party voting company as long as it subscribes to ProxyEdge.

How to set up accounts in ProxyEdge
ProxyEdge offers your firm the convenience of managing, tracking, and reconciling your clients’ ballots electronically. If your client authorizes your firm to vote on proxy ballots, your firm can subscribe to fee-based ProxyEdge services through Broadridge®—offered at a discount through Charles Schwab & Co., Inc.

Introduction to Sub-custody Services
Schwab Advisor Services™ Sub-custody Services provides back-office support, including custody, trading, and transaction services, for trust professionals who are primary custodians for trust clients.

Introduction to householding
Schwab aggregates the asset balances and activities of household accounts to determine applicable benefits such as lower commission rates, better interest rates for cash balances, and fee waivers.

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