At Schwab Advisor Services™, we know that working with the right custodian has never been more important.
You can count on us to deliver everything you need for custody and beyond, including:
• Innovative technology and wealth management solutions to help you drive growth and strengthen client relationships
• 3,000+ employees who wake up every day to help support our 15,000+ independent advisory firms
• Business consulting and education programs to help you grow on your terms
And the best part? We’re just getting started. Learn more at advisorservices.schwab.com.
Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”).
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XTB empowers people worldwide to make their money work smarter and safer. Our investment app helps close to 3 million people achieve their financial goals. With XTB investment app, customers can invest in stocks and ETFs, create personalized investment plans and trade CFDs on indices, currencies, commodities and cryptocurrencies. They can also earn interest on uninvested funds and manage online and in-store payments, along with ATM withdrawals in multiple currencies, using the eWallet.
XTB investment app is a top destination for investing, market analysis and education. We offer an extensive library of educational materials, videos, webinars and courses to help our customers become better investors, irrespective of their trading experience. Our customer service team provides support in 20 languages and is available 24/5 via email, chat or phone.
With offices in Europe, Latin America, the Middle East, and Asia, XTB is a trusted employer for over 1,300 people, with more than 40% focused on continuously innovating proprietary investment technology.
Founded in 2004 in Poland, XTB is a technology-driven company regulated by multiple authorities worldwide, including the Polish Financial Supervisory Authority, the Cyprus Securities and Exchange Commission, and the Financial Conduct Authority. XTB has been listed on the Warsaw Stock Exchange since 2016.
Investing is risky. Invest responsibly.