Partner with Us Through Schwab's Managed Account Marketplace

Step 1: Open a Schwab Master Account

If you don’t already custody assets at Schwab, start by connecting with Schwab’s Business Development Team to establish your firm and open a master account.

Need help? Contact Schwab’s dedicated service team at:

Step 2: Sign the Sub-Advisory Agreement

This agreement officially designates Technical Equity as a sub-advisor to your firm. You maintain full client relationships — we simply manage trading and receive our portion of the monthly advisory fee through linked accounts.

Step 3: Link Client Accounts via Schwab's LPOA Form

For each client account electing to follow a Technical Equity strategy, complete Schwab’s Managed Account Marketplace Money Manager LPOA (Form APP20372-21). This authorizes us to trade and receive fees from the designated account. Each account can only follow one Technical Equity strategy (1x, 2x, or 3x).