The Power of Schwab Advisor Center™
You depend on technology to power your business while keeping your firm ahead of the competition—and the curve. It all starts with your custody and trading platform. That's why we've built Schwab Advisor Center to be one of the most comprehensive and secure platforms in the industry.
Schwab Advisor Center gives you the power to manage your trading and custody needs whenever and wherever you want.
Schwab Advisor Center makes it easy to establish and service client accounts online. The capabilities you really need—from creating new accounts and transferring money to monitoring client balances, positions, and history—are all accessible in one place.
Fast, Intuitive Account Opening and Servicing
First impressions matter, and Schwab technology enables you to hit the ground running with new and existing clients by quickly opening, transferring, and servicing accounts.
Transition Accounts Seamlessly
Streamline the process of initiating accounts and enhance the client experience by using our online tools, whether you're funding a new account or transferring additional assets to an existing portfolio.
Our tools simplify the account-opening experience by walking you through easy, step-by-step processes that ensures you complete all necessary fields and submit error-free applications. You'll be able to fund accounts faster, so you can start managing assets sooner. Status updates and alerts keep you informed, so you can monitor and respond to account activity efficiently.
Streamline Paperwork and Processes
Save time completing account paperwork. Our online account open solutions let you leverage data from Schwab Advisor Center or your CRM to prepopulate essential forms and applications as well as validating the account applications before you submit them, reducing errors and maximizing efficiency.
Once accounts have been established, you can streamline account tasks such as moving money, creating forms, and viewing statements quickly and securely.