# Schwab brings Anthropic's advisor AI into Schwab Advisor Center

_Published Wednesday, October 28, 2026 at 7:03 PM EDT · AI, Products · Latest · Tier 2 — Notable_

Charles Schwab is bringing Anthropic's Claude for Financial Advisors directly into Schwab Advisor Center, Bloomberg reports. Schwab says the integration makes it the first registered investment adviser custodian to offer Anthropic's advisor-specific AI to independent firms.

## Sources

- [Bloomberg Technology](https://www.bloomberg.com/news/videos/2026-10-28/charles-schwab-integrating-ai-with-financial-planning-video)

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Canonical: https://techandbusiness.org/newswire/onpCM_ZLa1xzCqn6Lm4Coo
Published: 2026-10-28T23:03:05.211Z
Story chronology: 2026-10-28T21:47:10.000Z
Retrieved: 2026-10-29T01:22:37.395Z
Publisher: Tech & Business (techandbusiness.org)