Schwab Aims for Mid-2027 Crypto Trading Rollout for Advisors

Charles Schwab is making a major push into the world of cryptocurrencies with plans to introduce direct trading, transfer, and custody capabilities for its advisor clients by mid-2027.

The move would bring digital assets closer to one of the largest advisor ecosystems in US wealth management, expanding on the company's existing retail crypto platform.

Schuwab's Advisor Services division is currently working towards a 2027 launch and Jalina Kerr, Managing Director, stated that the project remains active and on schedule.

The planned rollout would give advisors access to spot trading, transfer, and custody tools through Schwab's custody infrastructure, rather than having clients manage exchange accounts separately or rely solely on crypto-linked products.