Advisor Services

To expand the menu panel use the down arrow key. Use Tab to navigate through submenu items.

Zacks Advisor Tools Premium

Product Description

About this Product

Company Logo
Advisor Tools Premium + Excel Add-in and model consultants:
  • Fundamental, technical, performance, and surprise charting
  • Quant and qualitative research plus ETF model portfolios
  • Excel Add-in + spreadsheet/backtest modeling consultants

About Zacks Professional Services

Zacks Professional Services is part of Zacks Investment Research, a Chicago-based firm that has provided investment research to institutional clients, financial advisors and individual investors since 1978. Zacks Professional Services focuses on delivering specialized tools and data resources to meet the quantitative and qualitative research needs of investment professionals.

Product Details

More info about us

Categories Icon

Category

Research & Analytics
Serving Since Icon

Serving RIAs Since

1977
Discounts Icon

Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.