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.

STATUS & ALERTS

New AI-generated summary helps you understand and take action on Status and Alerts notifications

Review and address issues quickly with convenient auto-generated action buttons.

new
TRADING & INVESTMENT MANAGEMENT

Meet the new thinkpipes®: Same power, fresher feel

October 2026

new
DIGITAL ONBOARDING

Are you prepared for the new digital onboarding requirement?

October 2026

new
SCHWAB ADVISOR CENTER

The newly redesigned Profiles page makes it easier to find information and take action for your clients

October 2026

new
OTHER ENHANCEMENTS

Unlock more capacity with the technology you already use

October 2026

BEST PRACTICES

Catch up on our final Tech Talk webcast of 2026

September 2026

There's still time to register for IMPACT® 2026

Join us October 27–29 in Boston for Schwab's premier RIA industry gathering. Connect with peers, hear from world-class speakers, and discover ideas and insights to support your firm's growth.

Experience SOLUTIONS® 2026 on demand

Explore Solutions 2026 sessions designed for operations professionals and advisors who use Schwab Advisor Center. Get practical ideas on security, money movements, digital workflows, and more to help your firm work more efficiently.

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.

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October 2026 (1026-FXGD)

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