What's New: Best Practices

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 resources to help.

Schwab Advisor Center isn't just about getting work done. It also gives you access to a wide range of education and insights to help you find new ways to serve clients and manage your business. Whether you're new to Schwab Advisor Center or are interested in exploring more, our robust suite of resources and training materials for you and your clients can help you get your questions answered and make the most of the platform.

Resource hubs
Explore and bookmark these resources so that when you're using our digital tools, the help you need is at your fingertips:

  • RIA EdCenter: On-demand, in-depth training resources, including step-by-step videos
  • What's New: Monthly overview of the latest updates to Schwab's tools and platforms
  • Client Learning Center: Share with your clients to educate them about Schwab's digital tools
  • Digital tools webcasts: See demos and ask experts questions; available every Tuesday and Thursday

Guided support
In addition to the resources above, explore the Looking for help? menu and the Guide me button at the top of most Schwab Advisor Center pages. The tool provides in-the-moment links to resources and guided support for whichever page or tool you're using.

For more information about Schwab Advisor Center and how it can help you take care of clients and grow your business, view this video.

September 2023 (0-3FWM)

Easier access to continuing education courses

Continuing education (CE) requirements1 are now easier to access, with our recently reorganized and expanded resources available 24/7. The RIA EdCenter contains 40+ CE courses—all self-paced and on demand—to conveniently complete your credit requirements, keep up with the industry, and develop your skills.

Whether you are looking for CFP® CE credits or are registered in one of the states recently affected by the NASAA IAR CE Model Rule,2 you'll find a range of topics addressing ethical and regulatory obligations, continuing skills, and knowledge of financial products, investment features, practices in the investment advisory industry, and much more–all easily identified as either applicable to CFP Board requirements, the NASAA Model Rule, or both.

1. Your CFP and NASAA credits will be submitted on your behalf.
2. View North American Securities Administrators Association requirements: Investment Adviser Representative Continuing Education - NASAA.

July 2023 (0723-3SWN)

Access RIAConnect and network online with firms and talent

Now all firms that custody assets with Schwab can access RIAConnect, our online community that enables you to network and initiate conversations with other firms and job seekers to help you reach your business goals.

You are invited to join the platform, create a profile, and begin connecting with other firms with complementary goals, as well as with individuals seeking an internship or a career in the RIA industry. Whether you are interested in succession planning, merging, selling, acquiring, sharing ideas, or finding great talent, this online community and matching tool will connect you quickly and at no cost.

Before any Schwab Advisor Center user can access RIAConnect, your firm's security administrator must first add them to one of the following security groups, depending on the type of access needed: 

  • All Access: This level provides access to all functionality on the site, including mergers and acquisitions, succession planning, talent searches, and other networking options.
  • Talent Only: This level gives the user access to only the talent search function.

Once you have been added to either group, visit advisorservices.schwab.com/riaconnect to access the tool. 

If you have any questions about RIAConnect, please reach out to RIAConnect@schwab.com.

December 2022 (1222-2HJP)

Introducing RIA EdCenter—comprehensive content and custom learning experiences

We've reimagined Schwab Advisor University® to deliver new features, new content, and a new experience: RIA EdCenter. The powerful combination of content and guided learning experiences makes it a robust resource for new employees or anyone in your firm who wants to learn more about Schwab's digital platform or explore our practice management thought leadership and programs.

RIA EdCenter features:

  • Easier navigation with more advanced and visible search options
  • One-click access to an expanded breadth of content and guided learning experiences, with new resources added weekly
  • On-demand continuing education credit program for 40+ select courses

You'll continue to see new features and content in RIA EdCenter over the next several months. Whether you are trying to grow professionally or are looking to enhance your business, check back often to see what's new.

May 2022 (0522-2HNP)

July 2023 (0723-3SWN)