What's New: Other Enhancements
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.
Use Schwab Advisor Center’s search function to find security information
Now you can use the same search feature you use to find tools and information on Schwab Advisor Center to quickly look up security quote data.
This easy, intuitive option means you no longer need to interrupt your workflow to review this information: Simply type the name of the security into the search field, and an overlay displays a list of up to five options matching your search term. Tap Enter to open a landing page displaying high-level data about each security, including static real-time quotes and quick access to more research on each item.
July 2025 (0725-FFA6)
The redesigned Transactions tab puts more information at your fingertips
As we continue to modernize Schwab Advisor Center, we recently launched the new-and-improved Transactions tab. The redesigned experience improves the user interface and introduces new features that put more contextual information at your fingertips.
Enhancements include:
- You can now see both pending and recurring money movements in the grid view.
- You can click the View link in the Actions column to see the frequency of pending and recurring transactions in the new transaction details flyout.
- You can customize the aggregate transactions export options at the firm, master, group, or account level.
- You can view up to 10,000 accounts at a time, up from the previous limit of 1,000.
To get started, click the Try new Transactions view toggle in the top-right corner of the Transactions tab on Schwab Advisor Center.
May 2025 (0525-S74K)
New at-a-glance Quick Quote bar available on Schwab Advisor Center
The new Quick Quote bar offers at-a-glance security quote information without interrupting your workflow. You can find the Quick Quote bar at the bottom of the Dashboard, Accounts, Trading, and Research tabs on Schwab Advisor Center. On each of these pages, you'll see:
- A snapshot of the market
- Real-time individual security quotes
- Auto-suggested symbols as you type
- Quick access to additional research info
We are working on future enhancements to the Quick Quote bar, which we will share with you as they become available.
November 2024 (1124-16WF)
New features available on the header bar of Schwab Advisor Center
The newly redesigned navigation experience, available at the top of each page on Schwab Advisor Center, puts important functionality at your fingertips.
- The enhanced Search help and support bar auto-fills suggestions as you type. You can select or click a suggestion to go directly to the page you need, or you can press return and view a full search results page.
- The new Get Help menu replaces the Support dropdown, giving you access to relevant links, including the Service Guide, the RIA Ed Center™, service requests, and a Contact Us link that you can use to contact your service or sales team, the trading desk, technical support, and other important contacts at Schwab.
- When you're trying to download large amounts of data and your request can't be processed immediately, you can find your queued export tasks by clicking the Exports menu. When your request is ready, you'll see a number next to the Exports menu, indicating how many exports are ready for download. Click the link to review and download your requests.
- When you click Settings on the Profile menu, a modal window lets you update not only your contact information, role at your firm, and notification, as well as your login credentials and security information.
And, as always, you can use the What's New link to see important technology updates like this one!
July 2024 (0724-CCZA)
At-a-glance information from the new Account Overview dashboard
The new Account Overview dashboard makes it easy to see and act on client account data, including balances, positions, and other key information, without the need to navigate to multiple pages. The dashboard features a number of modules:
- Real-time balances, including total value, cash, short balances, funds available to trade, purchased funds, and balances over time
- A snapshot of the account's asset mix, along with other high-level performance calculations for various time horizons
- Profile data, including contact and master information on the account and account-holder level; for details click the Go to Profile link
- Stay up-to-date with all the account's important alerts; if you need to take action, click the Go to Alerts link to view the Alerts tab
- View status updates at the firm and master account level in a convenient module; to address items that need action, click the link to view the Status page
June 2024 (0624-518X)
New features bring more key Schwab Advisor Center data into Salesforce
We've incorporated some of your most requested features into our Salesforce application, minimizing the need to switch between Salesforce and Schwab Advisor Center while working in your account.
Here are some key highlights:
- Required minimum distribution (RMD). This feature adds 32 new fields to the Schwab account record, offering comprehensive information about your clients' RMD statuses and history. The data is automatically updated during the daily scheduled downloads, ensuring accurate, up-to-date insights.
- Account roles. A new custom account role is now linked to the Schwab account in Salesforce. You can easily view beneficiary account roles categorized by role type, name, and percentage. Data updates are automatically synchronized during the daily scheduled downloads.
- Standing authorization. This feature introduces a custom standing authorization object that you can view for each Schwab account in the Salesforce application. Updates to standing authorizations are made at the account level. You have the flexibility to retrieve this information on-demand using the Update Schwab Standing Instructions button or through the Real-Time Standing Instructions Update page element, which automatically retrieves the data each time the page is opened and refreshed.
- Single sign-on to move money. The new single sign-on (SSO) capability for money movements complements the existing SSO functionality for Account Details and Documents. Now you can easily access the move money tool on Schwab Advisor Center in a new window—while staying within the context of your original account—saving you time and reducing the likelihood of errors.
- Update balances page element. We've also introduced a page element for updating balances to ensure that you always have access to the latest figures. You can update balances on-demand, using the existing Update Balance button or the Real-Time Balance Update page element, which automatically updates balances each time you open Account Details or refresh the page.
To begin using these enhancements, please contract our service team at 888-400-5067. For more information, view the Schwab Advisor Center Integration for Salesforce user guide.
June 2024 (0624-518X)
Now access Morningstar Direct Compass from the Research tab
The Research tab on Schwab Advisor Center now offers a single-sign-on link to Morningstar's Direct Compass tool, giving you access to leading investment research directly from Schwab Advisor Center. You can also customize your experience and save the changes to ensure that you always get the information you need quickly and easily.
The new link is under Morningstar in the Market Reports section of the Markets page. It replaces the previous Analyst Research Center link. Enhanced customization and features include:
- Morningstar's independent and proprietary data, ratings, research, and analysis
- A powerful screener for searching securities across a variety of criteria
- Integrated watch lists
- A customizable dashboard
- Analyst coverage in equity, manager, and credit research, including global research and editorial content
Visit Morningstar to learn more about this powerful tool. (Note: This link opens an external website.)
March 2024 (0324-4DNK)
New enhancements provide more transparency for digital onboarding and deposits
As we continue to welcome new advisors to Schwab Advisor Center, we are listening closely to feedback and working quickly to deploy key enhancements across the platform. Here is a roundup of some of the latest updates we've launched based on your suggestions.
- You'll now receive messages on the Status page for any not-in-good-order or processing issues with your check deposits, making it easy to locate these issues among your other status updates.
- Previously, you received alerts only for check, wire, or direct deposits of $25,000 or more; now deposits of all dollar amounts trigger these alerts. In addition, you now receive alerts for insufficient funds related to IRA check requests.
- It's easier to see the edits clients have made when reviewing a digital onboarding or account management envelope. You can also now choose Level 2 options (spreads) with limited margin when opening IRA accounts with digital onboarding.
- A new feature lets you process qualified charitable deductions (at a 0% withholding level) without changing the account-level tax withholding elections.
These enhancements are in addition to our recent improvements to the user experience when using Schwab Advisor Center, reviewed in What's New from November 2023. What can you look forward to next in Schwab's tech ecosystem? Take a look at our roadmap of Schwab Advisor Center.
January 2024 (0124-4DB4)
Sort clients by last name, firm-level cash information, and other expedited enhancements based on your feedback
As we continue to welcome new advisors to our platform, we are listening closely to feedback and quickly working to deploy key enhancements across Schwab Advisor Center. Here's a roundup of some of the latest updates we've launched based on your suggestions.
- Sort by primary account holder's last name. You can now sort by the last name of the primary account holder on the Balances and Profiles tabs to make it easier to quickly scan client accounts.
- Reduced white space on core pages. Updates to the Balances, Positions, and Profiles tabs reduce white space to allow more data to be displayed, improving readability and providing a more compact, operationally efficient view.
- Account selector updates. Changes to the Account Selector reflect the latest feedback from advisors, including improved compactness by displaying more accounts when the Short view is active, more recently accessed accounts available on the Recent list, and a new quick link to Group Manager to help maintain your groups.
- Enable access to firm-level cash in and out information. From the Dashboard tab, you can now download an export of recent deposits and withdrawals for the current and prior business day at either the firm or individual master account level. This enables you to look across your accounts for incoming deposits that need to be allocated or outgoing cash transactions to be aware of. Note that the module and corresponding export is available only for firms or master accounts with fewer than 1,000 subaccounts.
What can you look forward to next in the Schwab tech ecosystem? Take a look at our roadmap of upcoming enhancements to Schwab Advisor Center.
November 2023 (1123-3N4A)
