Account Management & Trading

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

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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 account open process to streamline client onboarding and paperwork
  • 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 >

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Education and support resources

Track your adoption of core tools

The Technology Adoption Scorecard lets firms benchmark their adoption against that of their peers, and helps identify opportunities to improve back-office efficiency and enhance the client experience. It also opens access to resources, tools, and training to help firms take action.

Preview the Scorecard >

Access Your Personalized Results >

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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.

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