You need a secure, modern, and efficient way to do business.
Welcome to Schwab Advisor Center.
To help you take care of clients and grow your business, the platform brings together the best capabilities from Schwab and TD Ameritrade:
• Simple, guided workflows that streamline tasks, minimize errors, and reduce paper.
• Easy access to insights and education to help you take your business to the next level.
And secure, high-quality integration with third-party technologies from across the industry.
It’s all built to help you get things done simply and securely, so you have more time to focus on your clients.
That’s the real power of our relationship.
Let’s explore the platform….
The dashboard gives you an at a glance view of clients and accounts, putting the data you need at your fingertips. And digital tools help you easily manage different types of work—from opening and funding new accounts, to moving money, to making trades and managing investments.
For example, you can open and fund multiple accounts in just minutes. The digital onboarding tool streamlines data entry by prompting you to enter all required fields. If you’re missing any information, you can send the digital envelope to your client so they can fill in the missing details while providing their approval through Schwab Alliance, our online and mobile platform for your clients.
You can also use these tools to complete other day to day client requests like wires, transfers, or address changes. The system validates the data as you enter it, helping you avoid errors and letting you know when client approval is needed.
And Schwab Advisor Center’s status features help you stay on top of work in motion. You’ll get important updates and alerts that help you track progress and keep your clients informed.
You also get sophisticated investment management capabilities – from advanced trading and rebalancing tools, including thinkpipes and iRebal, to essential portfolio management and reporting features.
Our flexible high-quality integrations make it easy to connect Schwab’s data with many of the third-party solutions you use to run your business. You can even access Schwab Advisor Center’s data and digital tools within many of the technology platforms you use every day.
But Schwab Advisor Center isn’t just about getting work done. You’ll have access to a wide range of education and insights to help you find new ways to serve clients and manage your business – as well as help you get the most out of our platform.