What's New in Schwab Tech
Below you can explore the latest tools, technology, and resources available on Schwab Advisor Center®. Click through the articles to see the most recent enhancements or dive deeper by clicking a topic on the navigation bar.
Track client investment income directly in Schwab Advisor Portfolio Connect®
Stop aggregating manually, with no extra tools required.
Are you prepared for account number expansion?
In October 2026, Schwab will issue the first nine-digit account numbers for new accounts. For most firms, no action is needed.
If your firm uses proprietary technology that accepts Schwab data files or creates management fee files, review the Account Number Expansion Guide to help ensure a seamless integration experience.
Your firm's tech adoption—at a glance
Your Technology Adoption Dashboard on Schwab Advisor Center gives you a quick view of your firm's data, lets you benchmark your technology adoption against peers, and automatically identifies opportunities to improve back-office efficiency and enhance your clients' experience.
Related resources
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