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.

Going digital? We have training & resources to help.


  • Put funds to work faster and schedule future wires with the move money tool

  • iRebal now available to existing users—phased rollout to more firms begins in Q4

  • New trading alerts keep you up-to-date on your orders

  • Now you can open and fund a new PAL account digitally


  • Schwab Alliance: The key to digital workflows for you and your clients

    The Schwab Alliance website and mobile app lets your clients easily access account details, make simple updates, and quickly approve account openings and fund transfers.

  • Webcast: Fighting back against business email compromise scams

    Join our Sept. 20 webcast as advisors share experiences combatting email compromise threats. Learn about the risks to your firm, how to spot attempts, and steps to protect against such attacks.

Related resources

  • Digital Jumpstart

    Get your team and clients ready to go digital.

  • 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.

September 2023 (0-3FWM)

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 with 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.

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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.