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Self Directed Client Assets
Tracks assets managed directly by clients, showing the firm's appeal to self-directed investors and digital platform effectiveness.Self‑directed assets show sustained, multi‑year growth with clear acceleration since 2022, reflecting successful asset gathering and digital/Workplace (E*TRADE) integration highlighted on the call. That build supports higher fee income, deposit balances and cross‑sell into loans—directly underpinning the firm’s record wealth revenues and ROTCE. The small early‑2026 pullback appears market/seasonal rather than structural, but retention amid volatility, private‑credit redemptions and potential RWA/regulatory pressure are the main risks that could temper future momentum.
Date | Self Directed Client Assets |
|---|---|
Jun 30, 2026 | $1.81T |
Mar 31, 2026 | $1.56T |
Dec 31, 2025 | $1.67T |
Sep 30, 2025 | $1.64T |
Jun 30, 2025 | $1.45T |
Mar 31, 2025 | $1.29T |
Dec 31, 2024 | $1.44T |
Sep 30, 2024 | $1.33T |
Jun 30, 2024 | $1.25T |
Mar 31, 2024 | $1.19T |