Manage your Schwab account with CleverAlpha
Which Schwab account should we manage?
Pick the account(s) you'd like CleverAlpha to manage on your behalf. Your assets stay at Charles Schwab — you'll grant CleverAlpha a Limited Power of Attorney to trade and rebalance on your behalf. You can select more than one.
Security & Account Protection
- Direct Custody: Your assets never leave your Charles Schwab account.
- Restricted Authority: We only make the investments in your account and bill monthly.
- Zero Withdrawal Access: CleverAlpha cannot withdraw, transfer, or disburse funds.