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 >



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.


  • 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.