Account Management & Trading

Learn how our flexible technology platform can help you serve clients and manage your entire office—from front to back.

Schwab's technology platform

For over 25 years, we've been working with and learning from advisors like you. Our platform combines our expertise and advanced proprietary tools with best-in-breed third-party products. That means you get an integrated, end-to-end solution that helps streamline and automate routine tasks so you can focus on what matters most—serving clients and scaling your business.

Digital tools and service

Work seamlessly with clients and Schwab on everyday tasks, offering:

  • Flexible, integrated electronic approval tools that enhance security and let clients approve transactions on the go
  • Digital onboarding capabilities that streamline account opening, funding, and setup
  • A customizable website and mobile platform, offering clients easy access to accounts and requests
  • Detailed status and alerts to help you track important requests and more

Learn about the latest enhancements >

Get tips for jump-starting your digital efforts >

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Trading and portfolio management

Drive scale and capacity with a range of solutions for your evolving needs.

  • iRebal®

    Streamline the complex and time-consuming process of rebalancing with this adaptable platform built right into Schwab Advisor Center®.

  • thinkpipes®

    Expand your trading toolkit with access to real-time market data, advanced trading capabilities, and sophisticated portfolio analysis.

  • Model Market Center

    Access more than 500 asset allocation models to help streamline your portfolio construction while retaining control over your investment management and trading process. 

  • Portfolio Connect

    Schwab's scalable, no cost portfolio management option delivers the core features you need—performance measurement, client billing, and more, all with minimal upkeep. You can even add your company logo to statements at the account or household level to reinforce brand and client service. 

Integration with third parties

Choose the technology solutions that work best for you and work together. Our platform offers secure, high-quality integration with over 100 leading technologies, including deep integration with select providers. See how our flexible approach can help you share data across your most important systems to help you modernize and scale your practice.

Find the integration that works best for you >

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Education and support resources

Track your adoption of core tools

The Schwab Advisor Center® technology adoption dashboard lets firms benchmark their adoption against that of their peers, and automatically identifies opportunities to improve back-office efficiency and enhance the client experience. The clean, at-a-glance view lets you view data in both monthly and quarterly time frames, and also opens access to resources, tools, and training to help firms take action.

Log in to Access Personal Results >

 

Expert trading strategy education

Our goal is to provide you with the tools and knowledge to help your clients pursue their investing goals. Whether you are looking for alternate ways to potentially generate portfolio income, protect positions, or mitigate risk in concentrated holdings with options strategies, the Strategy Desk can help.

Our free service also includes:

  • One-on-one strategy consultations
  • Weekly trading webcast series
  • Market insights

Click here to learn more >

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    Learn online

    Take advantage of our robust online education offerings to get the most out of working with Schwab. From Schwab Advisor University’s library of online training modules to live webcast events, explore new tools, industry trends, and best practices that can help you scale and grow your business.

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    Attend a workshop

    SOLUTIONS® is an annual, one-day workshop in select cities across the country designed to help firms run their technology and operations more efficiently and securely. You'll gain insights directly from Schwab’s technology specialists, along with opportunities to network with your peers.

Other helpful links

  • Service Guide

    Get tips for using Schwab Advisor Center®, procedural information, step-by-step instructions for processing client requests, and more. The Service Guide features enhanced search, refined navigation, and updated articles, so you can find the answers you need quickly—along with information on related tools and policies.

  • Business Support Center

    Easily order and print forms and applications, business reply envelopes, client brochures, and miscellaneous practice management materials through our Business Support Center.

Contact

  • Are you a client with a question about our digital tools and service?

    Please contact your Schwab representative. Lost their number? No problem. Log in to find contact information for your Service and Sales Professionals.

  • Let's talk about how Schwab can fuel your business success

    Whether you're exploring independence or curious how switching custodians can make a difference, Schwab Business Development Officers are here to help.

    All conversations are confidential. We welcome questions from all advisors—no matter your background, AUM, or ambition.
     

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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.

Access to real-time market data is conditioned on acceptance of the exchange agreements. Fees apply.

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.

Read about privacy at Schwab at www.schwab.com/privacy.

The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience. 

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

For informational purposes only. Third party trademarks are the property of their respective owners and used with permission. Third party firms and their employees are not affiliated with or an employee of Schwab.

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

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