Schwab Institutional provides independent verification of client assets and monthly statements; Morningstar Office provides portfolio management software, order execution and web-based account data.
Through Schwab Capital Markets Services we can take advantage of trading efficiencies that may translate into better execution and pricing.
While your assets are covered by SIPC up to $500,000, Schwab provides supplemental protection through Lloyds of London that covers your account’s net equity.
Web-based secure logins provide for independent verification of client assets and performance metrics.