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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 Vantage Point Partners with Schwab

Vantage Point 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.