Charles Schwab Trust Company Services and Schwab Custody Services
Trust and Custody Services
Charles Schwab Trust Company, a division of Charles Schwab Bank
For third-party administrators (TPAs) and retirement advisors seeking a bank trustee and/or custodian, Charles Schwab Trust Company¹ (CSTC), a division of Charles Schwab Bank, provides comprehensive, flexible trust and custody services. These services are specifically designed for qualified and non-qualified retirement plans that desire a trustee or the more-detailed trust account reports a trust company can provide. CSTC’s services are supported by integrated recordkeeping solutions and advanced technology. From safeguarding plan assets to providing detailed client trust accounting statements, our administrative, client service and operations teams oversee the activities you expect from a comprehensive trustee and custodian.
Custody Services
Charles Schwab & Co.
For third-party administrators (TPAs) and retirement advisors seeking a custodian for retirement-plan assets at a low-cost and without the need for a corporate trustee or detailed trust accounting reports, Charles Schwab & Co., Inc., the registered broker dealer, provides custody services tailored for retirement plans. From safeguarding plan assets, providing access to Schwab’s marketplace of investments, and making available easy-to-use paying agent services, our teams oversee the activities you expect from a comprehensive custodian.
¹Charles Schwab Trust Company (CSTC), a division of Charles Schwab Bank, provides trust and custody services with respect to retirement plans and other employee benefit plans and individual retirement accounts. CSTC is an affiliate of Charles Schwab & Co., Inc., member SIPC who offers brokerage products and services. Each of these entities is a wholly owned subsidiary of The Charles Schwab Corporation.
(1108-0642)
