Schwab Account Access
To ensure the safety and security of client assets, we leverage the reliability of a third-party custodian. As the broker-dealer, Schwab Advisor Services is under the regulatory oversight of FINRA, the SEC, and OTC for banking supervision.
Tamarac Wealth Portal
We utilize the power of Tamarac for client reporting. Tamarac serves over 900 RIA firms, collectively managing more than $1 trillion in assets. Invest advisors that use Tamarac’s solution range in size from managing less than $10 million in assets to over $10 billion.