Schwab Custodian Services for Your Financial Needs

Annette Di Bello, CPA, CFP, PC has chosen Charles Schwab & Co., Inc. as the primary custodian for our clients’ accounts. 

Schwab Advisor Services, which caters to independent investment advisory firms like ours, encompasses the custody, trading, and support services of Charles Schwab & Co., Inc. By having Schwab serve as custodian for client assets, we gain access to a comprehensive range of services that enhance our ability to serve our clients effectively. Since 1987, Schwab has been a leading provider of custody, trading, and support services, empowering independent advisors with the necessary platform, products, programs, and resources to thrive. With over 30 years of experience, Charles Schwab & Co., Inc. has established itself as a reliable partner for independent advisors. 

Utilizing Schwab as our primary custodian allows Annette Di Bello, CPA, CFP, PC to leverage an extensive array of products and services that support our commitment to client service, including: 

• A full range of investment products and trading services 

• Comprehensive technology and service support 

• Diverse investment account types, including retirement accounts, charitable giving, and education accounts 

• A wide selection of investment options such as stocks, mutual funds, bonds, exchange-traded funds, CDs, and other investments. 

• Advanced technology and service support, enabling investors to access all their accounts online and view positions, balances, and account histories in one convenient location. 

The Charles Schwab Corporation stands as one of the nation’s foremost providers of financial services. Through their operating subsidiaries, they offer securities brokerage, money management, and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. 

Dedicated to financial stability, the Charles Schwab Corporation is committed to maintaining their financial health. Their capital structure and liquidity are robust, and they have established internal controls and business standards to safeguard client assets. With a disciplined focus on risk management, they aim to operate conservatively to minimize investment risks. Schwab understands that their success hinges on their ability to serve all clients while fostering confidence in their services. 

These materials have been independently produced by Annette Di Bello, CPA, CFP, PC. Annette Di Bello, CPA, CFP, PC operates independently and has no affiliation with Charles Schwab & Co., Inc. or its affiliates. Schwab is a registered broker-dealer and member of SIPC. Schwab has neither created nor endorsed these materials, nor have they independently verified any of the information contained within. Annette Di Bello, CPA, CFP, PC provides you with investment advice, while Schwab holds custody of your assets in a brokerage account and processes transactions for your account based on our instructions.