شواب ترفع الحد الأدنى لحجم الحسابات للعملاء الذين سيتم إحالتهم إلى مستشارين خارجيين.

Charles Schwab is planning another significant increase to the minimum account size for Schwab Advisor Network, or SAN, a program that refers clients to third-party registered investment advisors who use Schwab as a custodian. Beginning next year, Schwab will only refer clients with $5 million or more in investible assets, up from the current level of $2 million.

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