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Partners

Schwab

Schwab-VP

Schwab Investing and Banking Services.Charles Schwab offers $0 commissions on online stock, option, and ETF trades, no-fee checking with worldwide ATM rebates, thousands of no-transaction-fee mutual funds, and wealth management services—all in one platform.

Core Services & Solutions

Brokerage Account Trade stocks , ETFs, options with $0 commissions.​

Investor Checking No fees Unlimited ATM rebates worldwide.

Mutual Funds Thousands of no-transaction-fee options.

Trading Platforms Thinkorswim and web tools for advanced trading.​

Wealth Management Full-service planning and advisors.

Fixed Income Bonds, CDs, Treasuries for diversification.​​

Financial Consultants  Free guidance, no dedicated consultant fees.​


How VantagePoint Partners with Schweb

VantagePoint partners with Charles Schwab as a Salesforce consulting ally for RIAs, leveraging Schwab Advisor Services for CRM optimization and fintech solutions. This enables seamless tech integration for advisors.

Key Benefits

Icon SVG-3   $0 stock/ETF trades​

Icon SVG-3   Unlimited ATM rebates​

Icon SVG-3   No-fee checking account

Icon SVG-3   Free financial consultant​

Icon SVG-3   Wealth management access​

Partner with the Experts in Financial Services Technology

Work with certified Salesforce professionals who understand your industry, your clients, and your compliance needs.

Your reliable partner in Financial Services, offering AI-driven data solutions to transform your business.

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