Schwab Advisor Services connects Claude to more than 16,000 independent firms.
Charles Schwab announced on 14 September 2026 that its Schwab Advisor Services unit is collaborating with Anthropic. The initiative brings Anthropic's new Claude for Financial Advisors directly to more than 16,000 independent registered investment advisors that Schwab serves.
Schwab is currently the only RIA custodian providing integration with the new offering. Advisors will access Schwab Advisor Center from Claude through an authenticated connection, linking daily custody workflows with Anthropic tools.
The platform uses connectors and skills to assist with meeting preparation, research, analytics, financial plan updates, and CRM documentation. It integrates with existing software including portfolio reporting, custody, and estate planning tools, while providing audit logs for administrator review.
Anthropic plans to join Schwab at the upcoming Schwab IMPACT 2026 conference to demonstrate how firms can deploy these artificial intelligence capabilities.
Newsletter
Markets in your inbox, weekly
LATAM-focused analysis, investing ideas, and the week in finance.
Keep reading