Charles Schwab to Bring Anthropic's Claude to Registered Investment Advisors
By Elias Schisgall
Charles Schwab is partnering with Anthropic to bring Claude to registered investment advisors.
The brokerage on Monday said its Schwab Advisor Services business will provide Anthropic's Claude for Financial Advisors offering to more than 16,000 independent RIAs.
Schwab said its unit is the first RIA custodian that is integrated with Claude for Financial Advisors, an Anthropic offering that assists advisors with tasks like financial plan updates, analytics, and client follow-up.
"Independent advisors have always succeeded on the strength of their relationships, and relationships are built on advice, service and client experiences that stand apart," Schwab Advisor Services head Jon Beatty said. "AI is exponentially powering the ability of advisors to stand apart in this way, even more so if it is integrated with the proprietary workflows and tech stacks advisors have already built."
Write to Elias Schisgall at elias.schisgall@wsj.com
(END) Dow Jones Newswires
September 14, 2026 12:47 ET (16:47 GMT)
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