Charles Schwab and Anthropic bring Claude AI to RIA advisors

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Go back to Charles Schwab and Anthropic bring Claude AI to RIA advisors

Charles Schwab and Anthropic to Bring Claude to Independent Registered Investment Advisors

September 14, 2026 12:15 PM EDT

Key Takeaways:

Schwab Advisor Services is the first RIA custodian included in Anthropic's new Claude for Financial Advisors The new offer brings together connectors and skills to help advisors with research, prep and analysis and is compatible with the tools they already use RIAs will access Schwab Advisor Center® from Claude through an authenticated connection, bringing together the tools they use to better serve their clients

WESTLAKE, Texas & HUNTINGTON BEACH, Calif.--(BUSINESS WIRE)-- Schwab Advisor Services, Charles Schwab's business supporting the growth and success of independent registered... More