What's New: Status & Alerts

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.


The Status page on the Activity tab is the best way to track submitted requests, documents, and other interactions with Schwab. The page provides at-a-glance information about any issues requiring attention, and you can drag-and-drop documents and add text notesall from one convenient interface.

Step-by-step guide to tracking requests on Schwab Advisor Center—Status, Alerts, and more

July 2021 (0621-1XF4)

Make the Overview page your default homepage to quickly see status updates and alerts

When you log into Schwab Advisor Center, you can choose which page you want to see each time you log in. We recently added two new options to this menu.

You can choose to default to the Status and Alerts Overview page each time you log into Schwab Advisor Center. You'll get a quick snapshot of the progress of your requests to Schwab, as well as any important alerts Schwab has issued for your clients' accounts.

Or you can choose to default to the Status page to view and take action on your most important submissions and requests.

Please note that if you use a different browser or clear your cookies, you will have to reset your default page.

April 2022 (0422-2URE)

View and take action on important tasks from a single page

The new Status and Alerts overview page provides a consolidated view of all recent status updates and alerts, making it easy to review and act on requests from a single location.

Items are grouped automatically based on their importance, request type, and other characteristics. For example, in the Status section, Action Needed items are right on top. You can drill down into a group to see all the included items by clicking on the + icon. You can then select any item to add missing information, make notes, or upload required documents—all without leaving the page.

To quickly find what you need, you can adjust the time period and customize the view by using the toggles at the top of each column to choose how your status updates or alerts are sorted.

Visit the overview page each day for a fast, convenient way to stay on top of your clients' most important alerts and status updates. Be sure to download the new step-by-step guide to track requests on Schwab Advisor Center for status, alerts, and more.

January 2022 (0122-19CM)

August 2023 (0823-3897)

For advisor use only. For general educational purposes.

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. Screen shots 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™ 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”). PTI and Schwab 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.

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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 from 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.

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