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Schwab CEO says firm is blocking rogue AI agents from client accounts
Rick Wurster says Schwab is shutting out unauthorized logins as agents like Meta's Muse, Instinct and OpenAI's Dots push into consumer finance
Summary as published by InvestmentNews
More on Schwab
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Schwab Offers Credit to RIAs to Prompt Use of Claude AI Enterprise PlanRIABiz · Oct 28, 1:24 PM ET
Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026InvestmentNews · Oct 28, 1:01 PM ET
Schwab offers $4,800 credit to cover Claude enterprise seat cost for RIAs
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