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Schwab Partners With Anthropic To Bring Claude For Financial Advisors

Sep 14, 2026 · 12:16 PM ET· updated 1h ago

Schwab Advisor Services™ is the first RIA custodian included in Anthropic's new Claude for Financial AdvisorsThe new offer brings together connectors and skills to help advisors with research, prep and analysis and

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Why It Matters

Schwab is using a smart computer tool called Claude to help advisors work faster. This shows Schwab is investing in new technology to serve customers better.

This read is generated by AI from raw market data and is for education only. It is not financial advice, not a signal, and not a recommendation to buy or sell.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.

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