Charles Schwab updates direct indexing technology for RIAs
![schwab derivatives](https://s32566.pcdn.co/wp-content/uploads/2023/05/CharlesSchwab2_900x600-951x634.jpg.optimal.jpg)
The technology is increasingly seen as table stakes for firms supporting financial advisors.
Charles Schwab has overhauled Personalized Indexing, its direct indexing product for registered investment advisors.
RIAs can now use Schwab’s Managed Account Access platform to digitally open and fund new direct indexing accounts, which reduces errors and speeds up processing, Schwab said. Per
Learn more about reprints and licensing for this article.