How do we help you succeed?

Managed accounts

Built specifically for independent advisors, Schwab’s Managed Account Platform makes it easy to integrate managed accounts into your firm.

Integrate managed accounts seamlessly into your firm with our comprehensive, easy-to-use platform built for RIAs:

  • Easy-to-use bundled programs, Managed Account Access® and Managed Account Select®, let you choose from a wide range of money managers and strategies while Schwab does the negotiating for you
  • Our open-architecture service, Marketplace, lets you negotiate your own fees to work with money managers not part of the bundled programs
  • We provide the insight and knowledge you need to make informed decisions:
    • Webcasts and live events where you meet and learn about new managers and their investing style
    • Experienced research experts who provide assistance with proposals, information on money managers and holdings analysis
    • A knowledgeable, dedicated service team

Schwab’s Managed Account Platform helps you:

  • Free up time to manage other aspects of running and growing your business
  • Attract high-net-worth clients and institutions who want managed accounts
  • Offer clients the expertise of money managers who specialize in different investment strategies
  • Differentiate your firm, or maintain your competitive advantage, by adding managed accounts to your roster of services

Schwab’s Managed Account Platform helps your clients:

  • Attain greater portfolio customization
  • Enjoy lower fees through Schwab’s competitive pricing
  • Get access to a diverse range of money managers and investment strategies
  • Have more control over tax consequences and greater transparency overall

What is a managed account?

A managed account is a portfolio of individual securities managed by an institutional-caliber money manager who typically specializes in a specific investment style.