Advisory Programs Referenced in our Client Relationship Summary


In the disclosure brochures listed below, you'll find additional information on each advisory program and direct links to our Services, Fees and Conflicts of Interest.

Some programs have multiple disclosure brochures. In the tables below, you'll find Schwab brochures listed in the left-hand column and our affiliated portfolio manager brochures listed in the columns to the right.

If you're interested in any of the below advisory programs, call 877-340-1714 to speak with a representative. Or talk with a Financial Consultant near you.

Return to the Client Relationship Summary for advisory programs.

Programs on this page:

Schwab Intelligent Portfolios

For automated advice from a robo-adviser (with or without financial planning), where our affiliated investment adviser, Charles Schwab Investment Advisory, Inc. (CSIA), monitors and makes the investment decisions for you. 

  • Schwab Intelligent Portfolios®
  • CSIA Schwab Intelligent Portfolios®

Schwab Managed Account Services, CSIM Windhaven Strategies, CSIM ThomasPartners Strategies

Schwab Managed Account Services offers strategies from over 60 investment advisers, including Charles Schwab Investment Management (CSIM), which provides portfolio management for the Windhaven Strategies and ThomasPartners Strategies. If your strategy is managed by a third-party investment adviser, you will have received that investment adviser's disclosure brochure. 

  • Schwab Managed Account Services™
  • CSIM Windhaven® Strategies
  • CSIM ThomasPartners® Strategies

Schwab Managed Account Services for Clients of Independent Investment Advisors

If you work with an independent adviser and custody your account with Schwab, that adviser provides their firm’s CRS and Disclosure Brochure to you.  If your adviser has selected Schwab's Managed Account Services for your portfolio, we've included links to the relevant sections of Schwab's brochure that you can review for more information. If you have any questions, please reach out to your adviser.

  • Schwab Managed Account Services™ for Clients of Independent Investment Advisors

Schwab Managed Portfolios

For accounts managed by CSIM using a particular investment strategy, where the adviser monitors and makes the investment decisions for you.

  • Schwab Managed Portfolios™ 
  • CSIM Schwab Managed Portfolios™ 

Schwab Advisor Network

For complex or specialized needs, a referral to an unaffiliated professional adviser.

  • Schwab Advisor Network® 

Schwab Private Client

For advice and periodic portfolio reviews from a team of professionals at our affiliated investment adviser.

  • Schwab Private Client™ 
  • Schwab Private Client Investment Advisory 

Schwab Private Client for International Clients

  • Schwab Private Client for International Clients 

Schwab Financial Planning Services

For individualized planning advice in a written financial plan with no monitoring.

  • Schwab Financial Planning Services