Advisor Services

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Account Servicing and Reporting

Submitted by Dan.Benson on October 3, 2017

Schwab provides a comprehensive set of tools and products to help you respond to client requests and save time so you can focus on your firm.

At Schwab, we develop our industry leading technology with a singular focus: to enable you to handle your business quickly and efficiently so you can spend more time providing service to your clients.

To help you accomplish this, we provide a reliable, comprehensive set of account servicing tools designed to support your work in process, including:

  • Customized operational alerts
  • Instant, online access to detailed client account information
  • Online cash management
  • Comprehensive reporting including custom, co-branded statements, cost basis reporting, realized gain/loss data and electronic delivery of statements, trade confirmations and tax reports
  • Portfolio management and analysis with PortfolioCenter®* from Schwab Performance Technologies
  • Online access to account information and service team for your clients through Schwab Alliance