Policy Event Β· High impact

Charles Schwab Plans Advisor Crypto Trading And Custody By Mid 2027

Charles Schwab told advisor-media participants that it plans to offer spot crypto trading, transfers, and custody for RIA clients by mid-2027. The plan would bring crypto custody into one of the largest U.S. advisor custody channels and pressure incumbent institutional custodians.

High impactπŸ‡ΊπŸ‡Έ United StatesCustodyRegulationBTCETHCharles Schwab

APAC FINSTAB analysis

Although this is outside core APAC, it is relevant because global market-structure, enforcement, and stablecoin precedents often shape licensing expectations for APAC exchanges, issuers, custodians, and DeFi teams. Protocols/assets in scope: BTC, ETH. Named institutions or platforms: Charles Schwab. Teams should monitor the original source, map the change to licensing, custody, disclosure, and market-access obligations, and update their jurisdiction playbooks before the next compliance review.

Compliance read-through: map this event to entity licensing, market-access, custody, disclosure, token listing, and operational-risk obligations before expanding or marketing in the affected jurisdiction.

View related Custody tracker page β†’

Related policy events

Binance Launches U.S. Stock Access And bStocks Tokenized Securities

Binance introduced access to more than 7,000 U.S.-listed stocks and ETFs for eligible non-U.S. users and previewed bStocks tokenized securities. The structure raises cross-border tokenized-equity questions around securities classification, stablecoin payments, and ADGM-linked issuance vehicles.

High impact🌐 Global🌐 AETokenizationRegulationExchangeUSDTUSDCBNB