What's New in Schwab Tech

Below you can explore the latest tools, technology, and resources available on Schwab Advisor Center®. Click through the articles to see the most recent enhancements or dive deeper by clicking a topic on the navigation bar.

SCHWAB ADVISOR CENTER

The redesigned Transactions tab puts more information at your fingertips

Customization options, more types of transactions, and more accounts are now available.

new
DIGITAL ONBOARDING

FinMason model analytics data now available in iRebal® and Model Market Center

May 2025

new
DIGITAL ONBOARDING

Digital applications for Pledged Asset Line® of credit

May 2025

TRADING & INVESTMENT MANAGEMENT

Simplify portfolio construction with Model Market Center

April 2025 

Add Account
DIGITAL ONBOARDING

Send ACH setup for multiple accounts for client approval in one digital envelope

April 2025

WNAPR
BEST PRACTICES

Access retirement plan solutions for your business clients

April 2025

TRADING & INVESTMENT MANGEMENT

Automated rebalancing and trading now available in iRebal®

March 2025

Tech Talk webcast series: Join us on June 26 at 1:00 p.m. PDT

Learn how Schwab's technology can help you run a more efficient business, minimize fraud, and spend more time where it counts—on your clients.

Fraud webcast series: Shielding our seniors—empowering against scams

Join us on June 17 to learn how to identify and protect older and vulnerable clients from financial scams.

Schwab Advisor Center Digital Roadmap

Learn about upcoming technology enhancements.

Cybersecurity Resource Center

Build and execute your plan.

RIA EdCenter™

Advance your business with relevant content, guided learning experiences, and essential resources.

Client Learning Center

Help your clients understand Schwab's technology and safety measures.

reii
genlp
May 2025 (0525-S74K)

This material is for institutional investor use only. This material may not be forwarded or made available, in part or in whole, to any party that is not an institutional investor.

For general educational and informational purposes only.

Schwab Advisor Center is a website of Charles Schwab & Co., Inc.(Schwab) for the use of independent investment advisor clients that custody assets with Schwab.

The Pledged Asset Line is an uncommitted demand line of credit provided by either Charles Schwab Bank, SSB, or Charles Schwab Premier Bank, SSB. Entering into a Pledged Asset Line and pledging securities as collateral involves a high degree of risk. As a non-purpose line of credit, proceeds may not be used to purchase securities, pay down margin loans, or be deposited into any brokerage account. See Schwab.com/PAL for more details. Before you decide to apply for a Pledged Asset Line, make sure you understand the risks. A Pledged Asset Line requires a brokerage account at Charles Schwab & Co., Inc.

iRebal® is a technology offering of Schwab. Rebalancing does not protect against losses or guarantee that an investor's goals will be met. Market volatility, volume, and system availability may delay account access and trade executions.

iRebal offers a flexible tax harvesting feature for taxable accounts that allows you to set various loss thresholds, total loss targets for portfolios, and choose a replacement security for each harvested security. Once the thresholds have been set, iRebal identifies eligible losses in selected accounts, and shows you the securities that fit the criteria that you have defined. Schwab does not represent that any particular tax consequences will be obtained. Tax-loss harvesting involves certain risks including unintended tax implications. In particular, certain tax-loss harvesting may be subject to the wash sale rules if the account holder owns substantially identical stocks or securities in accounts not included in iRebal. Notwithstanding the wash sale rules, certain losses may be deferred by other provisions of the Internal Revenue Code of 1986, as amended.

Charles Schwab & Co., Inc. (Schwab) and FinMason, Inc. are separate, unaffiliated companies. Schwab and FinMason, Inc. are not responsible for each other's opinions, policies, and services. The FinMason, Inc. information, printouts, and any information from Model Market Center™ (MMC) is intended for investment professional use and viewing only and is not a substitute for appropriate model or other investment due diligence. It may not be distributed to your clients or other members of the public, nor used in written form as sales literature for public use.

Material made available through the Model Market Center is provided by affiliated and unaffiliated Model Managers and information providers. Schwab has not paid for or been involved in the preparation of the content, and has not verified, endorsed or approved the content. Schwab assumes no responsibility for any fact, recommendation, opinion, or advice contained in any such model portfolio or materials and expressly disclaims any responsibility for any investment decisions or for the suitability of any security or transaction based on it. Any mention of specific managers and/or models should not be considered an endorsement or recommendation by Schwab. Users of Model Market Center are responsible for all upfront and ongoing manager and model due diligence. Certain model attributes are sourced from Informa PSN. The PSN Data Set and any other Informa content is supplied by Zephyr, A Division of Informa Business Intelligence, Inc. The PSN Data Set may not be copied or distributed and is not warranted to be accurate, complete or timely. Schwab and Informa Business Intelligence, Inc. are separate unaffiliated companies and are not responsible for each other's services. Schwab typically receives remuneration from ETFs and mutual funds and/or their managers that participate in the MMC for administrative and/or other services. Model Market Center leverages iRebal® to provide independent RIAs access to model portfolios provided by affiliated and unaffiliated Model Managers. 

Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any of Its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

For illustrative purposes only. Screenshots are historical in nature. All screenshots are for illustrative purposes only.

scroll50-dblclk
reii-genst