Deposit and lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender. Brokerage products, including the Schwab One® brokerage account, are offered by Charles Schwab & Co., Inc., Member SIPC. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Institutional Intelligent Portfolios (“IIP”) is a technology and service platform made available by SPT to independent advisors who maintain a business relationship with Schwab Advisor Services.Ĭharles Schwab & Co., Inc. Schwab Advisor Portfolio Connect™ is a product of SPT.
SPT and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other. Schwab Performance Technologies ® ("SPT") provides technology solutions to independent investment advisors, while Schwab provides them and their clients with custody, trading, and related support services. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. References to third parties (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI. Daily data files and trading integration are available through Schwab. PTI’s integration solutions integrate data about accounts custodied at Schwab.ĪPI integration is available through Schwab OpenView Gateway®, which is provided by PTI. PTI and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. (“Schwab"), a registered broker-dealer and member SIPC, and the technology products and services of Performance Technologies, Inc. Schwab Advisor Services™ includes the custody, trading, and support services of Charles Schwab & Co., Inc. Screen shots are for illustrative purposes only, may be historical in nature, and should not be used as a basis for any investment decision. For general educational purposes.Īny investments reflected are for illustrative purposes only and are not intended to be nor should they be construed as a recommendation to buy, sell, or continue to hold any investment. Usage will be monitored.For advisor use only.
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