Charles Schwab plans to launch a cryptocurrency spot trading service for financial advisors on its custody platform in 2027, according to Jalina Kerr, Head of Advisory Experience. The service is expected to debut around mid-year, although an exact date has not been set. This move follows the company's introduction of Bitcoin and Ethereum spot trading for retail clients earlier this year.
Kerr highlighted the unique regulatory challenges of digital assets compared to traditional securities, emphasizing the need for careful handling from deposit to withdrawal. Currently, advisors prefer using Charles Schwab's exchange-traded products for crypto allocations, but there is growing interest in direct spot trading. This initiative positions Charles Schwab alongside competitors like Fidelity, which already offers crypto custody and trading solutions for wealth management managers.
Charles Schwab to Introduce Crypto Spot Trading for Advisors in 2027
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