SCHW · News · 20260914N

AI Advisor Onboarding

SCHWAB CHARLES CORP · 2026-09-14 · Importance 31 · Surprise 42

Schwab Advisor Services is partnering with Anthropic to offer Claude for Financial Advisors to the more than 16,000 independent RIAs Schwab serves. The tool is intended to support meeting preparation, financial-planning updates, analytics, and client communications through integration with existing advisor technology platforms. Schwab is described as the first RIA custodian to incorporate the offering, positioning the initiative as a strategic expansion of AI-enabled services for independent advisors.