Charles Schwab to Bring Claude to Investment Advisors

MT newswire2026/09/14 17:51

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01:51 PM EDT, 09/14/2026 (MT Newswires) -- Charles Schwab's (SCHW) Schwab Advisor Services said Monday it is working with Anthropic to bring Claude for Financial Advisors to over 16,000 independent registered investment advisors. The new offer brings together connectors and skills to help advisors with research, prep and analysis and is compatible with the tools they already use, the company said. Price: 106.97, Change: -0.28, Percent Change: -0.26

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Charles Schwab to Bring Claude to Investment Advisors

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