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.
Sort clients by last name, firm-level cash information, and other expedited enhancements based on your feedback
Help your clients authorize viewers or agents for multiple accounts with one digital envelope
Use email to stay up-to-date with open status requests
Simpler verification for new ACH transactions
New, mobile biometric login option for Schwab Alliance
Supporting you in a challenging environment
Schwab Advisor Center Digital Roadmap
Learn about upcoming technology enhancements.
Cybersecurity Resource Center
Build and execute your plan.
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.
Consolidated view for researching managed account product information
Updated Transfers & Payments page gives clients easy access to key information and tools
Leverage Service Requests to submit attestations without printing or scanning
For advisor use only. For general educational and informational purposes only.
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.
Brokerage Products: Not FDIC-Insured. No Bank Guarantee. May Lose Value.
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.