Investment Partnerships

Our Investment Partnerships Matters

PenBay has partnered with Schwab Advisors Services™ to become your client’s new custodian, and we have worked diligently to make this transition simple for you. Once an approved service provider, our investment partners are accepted onto Schwab’s platform to enable account management and trading access – maintaining their ability to deliver superior service to our mutual clients.

INVESTMENT PARTNERS: ACCESSED GRANTED:

  • Downloading account files from their Secondary Link (“SL”) Master.
  • Trading, management fees, proxies, etc. as required.
  • Placing prime broker and trade away orders on accounts.
  • Trading option level “1” on accounts.
  • Dedicated Schwab service team to support trading. Management fees/billings, Schwab Advisors Central (SAC.com) account questions and issues.
  • Voting decisions on accounts.
  • Receiving statements and trade confirms directly from Schwab

Request an appointment





    The PenBay Difference

    We deliver complex fiduciary services in a simple way.

    Our Investment Partnerships Matters

    PenBay has partnered with Schwab Advisors Services™ to become your client’s new custodian, and we have worked diligently to make this transition simple for you. Once an approved service provider, our investment partners are accepted onto Schwab’s platform to enable account management and trading access – maintaining their ability to deliver superior service to our mutual clients.

    INVESTMENT PARTNERS: ACCESSED GRANTED:

    • Downloading account files from their Secondary Link (“SL”) Master.
    • Trading, management fees, proxies, etc. as required.
    • Placing prime broker and trade away orders on accounts.
    • Trading option level “1” on accounts.
    • Dedicated Schwab service team to support trading. Management fees/billings, Schwab Advisors Central (SAC.com) account questions and issues.
    • Voting decisions on accounts.
    • Receiving statements and trade confirms directly from Schwab

    Request an appointment





      The PenBay Difference

      We deliver complex fiduciary services in a simple way.