What's New

Schwab Advisor Center® has digital tools and resources to help you onboard new relationships, support your clients, and scale your business. Below you can learn about the latest enhancements and resources, or explore recent updates by clicking on a topic.

Review your firm's documents before submitting signed digital envelopes to Schwab

Carousel

  • Don't miss out on the latest enhancements to the move money experience

  • Process qualified charitable distributions with the 7-QCD code for tax elections

  • Schwab is revising our settlement practices starting May 28 to meet new T+1 standards

  • Easily connect secondary link or block trade master accounts to accounts you open with digital onboarding

CTAs

  • Trading webcast series: Innovative strategies for managing portfolio objectives and risks

    Join us every Tuesday at 4:30 p.m. ET to hear our strategists and special guests discuss a variety of trading topics, including options strategies, technical analysis, macroeconomic insights, and more.

  • Fraud webcast series: Protecting the most susceptible investors

    Join us on June 26 at 10:00 a.m. PT to learn more about real-life case studies that can help you identify red flags and keep your clients from falling victim to scams and exploitation.

Related resources

  • Schwab Advisor Center Digital Roadmap

    Learn about upcoming technology enhancements.

  • Cybersecurity Resource Center

    Build and execute your plan.

  • RIA EdCenter™

    Advance your business with relevant content, guided learning experiences, and essential resources.

  • Client Learning Center

    Help your clients understand Schwab's technology and safety measures.

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May 2024 (0524-ZKVS)

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Schwab Advisor Center® is a website of Schwab for the exclusive use of advisors who custody assets with Schwab.

Any investments reflected are for illustrative purposes only and are not intended to be nor should they be construed as a recommendation to buy, sell, or continue to hold any investment. Screenshots are for illustrative purposes only, may be historical in nature, and should not be used as a basis for any investment decision.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("Schwab"), a registered broker-dealer and member SIPC, and the technology products and services of Performance Technologies, Inc. ("PTI"). Schwab and PTI are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI's integration solutions integrate data about accounts custodied at Schwab.

API integration is available through Schwab OpenView Gateway®, which is provided by PTI. Single sign-on is provided by PTI. Daily data files and trading integration are available through Schwab. Schwab OpenView Gateway and Schwab OpenView MarketSquare® are services of PTI.

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

References to third parties (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or a recommendation of, an opinion (favorable or unfavorable) or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third-party vendors. Unless otherwise indicated, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Performance Technologies® ("SPT") provides technology solutions to independent investment advisors, while Schwab provides them and their clients with custody, trading, and related support services. SPT and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other.

Schwab Advisor Portfolio Connect® is a product of SPT.

Institutional Intelligent Portfolios® ("IIP") is a technology and service platform made available by SPT to independent advisors who maintain a business relationship with Schwab Advisor Services.

Schwab affiliates earn revenue from the underlying assets in IIP accounts. This revenue comes from managing Schwab ETFs™ or Schwab Funds® and providing services relating to certain third-party funds that can be selected for the portfolio and from the cash feature on the accounts. Revenue may also be received from the market centers where ETF trade orders are routed for execution. Tax-loss harvesting is available for clients with invested assets of $50,000 or more in an IIP account. Clients must be enrolled to receive this service. Cash balances held in the Sweep Program at Charles Schwab Bank® are eligible for FDIC insurance up to allowable limits per depositor, per account ownership category.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products, including the Schwab One® brokerage account, are offered by Charles Schwab & Co., Inc., member SIPC. Deposit and lending products are offered by Charles Schwab Bank, member FDIC and an Equal Housing Lender.

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Schwab Alliance is a website of Schwab for the exclusive use of clients of advisors who custody assets with Schwab. Requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and mobile connection limitations. Functionality may vary by operating system and/or device.

The Schwab Mobile Deposit™ service is subject to certain eligibility requirements, limitations, and other conditions. Enrollment is not guaranteed, and standard hold policies apply. Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade or maintenance, or for other reasons.

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