Portfolio Management

Schwab Advisor Portfolio Connect™ now available

We’re excited that Schwab Advisor Portfolio Connect™ is now generally available, delivering essential portfolio management features for Schwab accounts free of charge, as part of your relationship with Schwab. In the coming weeks, firms who’ve already expressed interest will be contacted to discuss whether the features they need are available in the platform and determine next steps to begin onboarding.

  To help evaluate your firm’s needs, watch this video and review the product features on the Schwab Performance Technologies® website. Those who need a more customizable or multi-custodial solution can take advantage of our integration across a range of third-party providers.  

May 2019 (0519-9S1M)

Introducing Schwab Advisor Portfolio Connect

We’ve begun the phased rollout of Schwab Advisor Portfolio Connect™, which offers a simplified approach to portfolio management for Schwab accounts, including account performance with time-weighted returns, interactive dashboards, and billing and reporting at the account and household levels. It eliminates the need to download and reconcile data, and is integrated into Schwab Advisor Center. Schwab Performance Technologies will continue to add features to the product as it’s made available to more firms throughout 2019.

To learn more about this offer, explore our new resources:

August 2018 (0918-82KD)