New investor tools from Charles Schwab

clock

Charles Schwab UK, a foreign branch office of US-based Charles Schwab & Co, is in discussions with "institutions" about new equities ratings and research tools, which could mean new tools for IFAs for use with their investment clients.

For now, however, they will remain targeted at direct retail customers of CSUK itself, to make investing in US stocks easier. Schwab Equity Ratings (SER) is a free tool to any client opening an Schwab trading account, while the Street Smart Pro (SSP) tool is available to those carrying out more than four trades every month. On the face of it, the latter tool looks more interesting to IFAs, enabling research into equities before placing orders – including American Depository Receipts and Exchange Traded Funds. It also enables investors to learn more about risk managment and implemen...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

'More essential than ever': Paraplanners in the age of AI

'More essential than ever': Paraplanners in the age of AI

'Change of this kind unsettles people, and it should be taken seriously rather than dismissed'

Stacey Simpson
clock 25 June 2026 • 5 min read
Advisers vote Afternoon winner of AdviceTech Catwalk 2026

Advisers vote Afternoon winner of AdviceTech Catwalk 2026

Aims to cut adviser workload from four hours to four minutes

Sophia Panayi
clock 25 June 2026 • 2 min read
Andrew Goodwin: Why AI is far from the cat's whiskers for financial advice

Andrew Goodwin: Why AI is far from the cat's whiskers for financial advice

Why would someone trust AI to plot their financial future when it can't even get a daft snapshot of a cat right?

Andrew Goodwin
clock 24 June 2026 • 4 min read