The Power of Schwab Advisor Center™
You depend on technology to power your business while keeping your firm ahead of the competition—and the curve. It all starts with your custody and trading platform. That's why we've built Schwab Advisor Center to be one of the most comprehensive and secure platforms in the industry.
Schwab Advisor Center gives you the power to manage your trading and custody needs whenever and wherever you want.
Schwab Advisor Center makes it easy to establish and service client accounts online. The capabilities you really need—from creating new accounts and transferring money to monitoring client balances, positions, and history—are all accessible in one place.
Fast, Intuitive Account Opening and Servicing
First impressions matter, and Schwab technology enables you to hit the ground running with new and existing clients by quickly opening, transferring, and servicing accounts.
Transition Accounts Seamlessly
Streamline the process of initiating accounts and enhance the client experience by using our online tools, whether you're funding a new account or transferring additional assets to an existing portfolio.
Our tools simplify the account-opening experience by walking you through easy, step-by-step processes that ensures you complete all necessary fields and submit error-free applications. You'll be able to fund accounts faster, so you can start managing assets sooner. Status updates and alerts keep you informed, so you can monitor and respond to account activity efficiently.
Streamline Paperwork and Processes
Save time completing account paperwork. Our online account open solutions let you leverage data from Schwab Advisor Center or your CRM to prepopulate essential forms and applications as well as validating the account applications before you submit them, reducing errors and maximizing efficiency.
Once accounts have been established, you can streamline account tasks such as moving money, creating forms, and viewing statements quickly and securely.
Trade the way you want. We support a variety of advisor workflows by drawing on the technology systems, integration capabilities, and people that make a difference:
Technology with Power and Precision
Our proprietary systems are market-tested to ensure that your trade orders are handled with speed and accuracy. You can trade online in many ways—by entering your trades directly or uploading them. And our extensive research capabilities and Portfolio Rebalancer help you make informed decisions.
Flexible Third-Party Integration
We know advisors want solutions that support the technology and workflows they rely on. That's why we provide connectivity to popular third-party trading systems, allowing straight-through processing from your preferred Trade Order Management System, rebalancing system, or other trading application.
Outstanding Service and Support
Our trading desk is staffed with professionals who work to help make trading easier for your firm. When you need extra help, our trading desk professionals can handle your most complex transactions, offering decision support and access to market centers for significant positions and highly illiquid securities.
Ultimately, our platform is designed with you in mind. You have the power to build your portfolio strategies as you see fit, with the flexibility to trade the way you want.
Stay connected with our secure, easy-to-use mobile apps for both you and your clients. Schwab's mobile offerings put innovative technologies at your fingertips, so you can access and share information—wherever you are, whenever you want—and tailor your clients' experience to meet their unique needs.
Business at Your Fingertips with the Schwab Advisor Center Mobile App
This versatile tool for advisors allows you to:
- Monitor client account data from your mobile devices
- Easily contact service teams or Technical Client Services on the go
- Enjoy the security you have come to expect from all Schwab technology offerings
Drive Client Engagement with Schwab Mobile App
A truly mobile solution that allows your clients to:
- Access their advised accounts
- Deposit checks remotely, using Schwab Mobile Deposit
- Access their information through Schwab Alliance
Security and privacy—for you and your clients—is our priority. We know your firm relies on our systems and services to help you work more efficiently while delivering a superior client experience. That's why we've built one of the most reliable and secure platforms in the industry, and we're continually investing in updates to keep your firm secure.
Count on us to help you shape policies and adopt best practices—learned while serving advisors like you for more than 30 years—that allows you to continuously protect your clients, their accounts, and your firm. And as you implement and maintain your security program, we'll be right there with you.
Resources For Protecting Your Firm—And Your Clients
Look to us for tools and insights to help you continuously improve your firm's security, including:
- Free website authentication devices to help guard against unauthorized account access
- Guidelines for your firm's designated security administrator
- A range of educational content and resources