Schwab Announces Platform Enhancements Including MCP Server to Connect Clients’ AI Platforms With Their Schwab Accounts
Business Wire•12/11/2026•08:30 ET
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Key Highlights
- ➤$13.33T total client assets and 10.7M daily average trades in Q3 2026
- ➤Schwab MCP Server pilot enables authorized AI access to account data and trades
- ➤Extended options hours added for approximately 30 popular stocks, ETFs, and indexes
- ➤Thinkorswim Assistant will provide generative AI platform guidance using natural-language questions
- ➤Portfolio Insights expands coverage to more stocks, ETFs, sector news, and research content
Expert Statements
James Kostulias, Managing Director and Head of Trading Services, Charles Schwab
“There’s no question that AI is going to make our clients’ investing and trading experience easier, and we have great momentum delivering a range of AI-powered capabilities for clients”
James Kostulias, Managing Director and Head of Trading Services, Charles Schwab
“Our focus is to continue rolling out meaningful AI tools and features for clients that give them more choice in how they engage with our holistic offer of award-winning trading platforms, comprehensive education and insights, research, and investing and trading tools – combined with thousands of seasoned service professionals and specialized trading support. This combination of technology, platforms, and client support could be difficult for other brokerage firms to replicate.”
James Kostulias, Managing Director and Head of Trading Services, Charles Schwab
“The addition of extended hours option trading is an important development for options traders, and making this capability available for clients is a continuation of Schwab’s longstanding commitment to give traders greater access and flexibility in how they trade and manage positions and risk”
Schwab Announces Platform Enhancements Including MCP Server to Connect Clients’ AI Platforms With Their Schwab Accounts
Additional enhancements include a new thinkorswim Assistant and extended options trading hours
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