CHARLES SCHWAB & CO, INC
All client assets are held at Charles Schwab & Co, Inc (member SIPC).
As custodian, Schwab will send trade confirmations, account statements, tax statements, and other communications directly to clients. In addition to Schwab statements, all PF ROBERTS & ASSOCIATES clients will receive monthly statements from our firm which will conform in various aspects to those sent by Schwab.
SCHWAB ALLIANCE
As an industry leader, Schwab has developed unique tools serving the unique needs of independent advisors and their clients. Clients of Investment Advisors may access the customized schwab.com website Schwab Alliance. The Schwab Alliance website and complementary Schwab Alliance mobile platform facilitates secure transactions and communication between clients, advisors, and Schwab.
The Schwab mobile app provides on-the-go access to client account information. Using the app, clients can approve fund transfers and deposit checks remotely and quickly.
CHARLES SCHWAB & CO, INC
DISCLAIMER
The PF Roberts and Associates website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site is obtained from sources that we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked website.
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