What's New: Balances/Positions/Transactions
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.
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)
Better readability, editing, and viewing of key data
The cost basis page features a new look-and-feel designed to make it easier than ever to find the information you need for your clients' accounts.
The improved page features include:
- Better readability, interactivity, and use of widescreen resolutions in the gain/loss tables
- New user interface that offers easy access when editing information or viewing and subscribing to reports at the account level
None of the functionality you depend on has changed, meaning these enhancements should not affect your daily workflows—other than possibly expediting them!
If you would prefer to transition more slowly, you can still use the classic version of the page temporarily: Click the View legacy Cost Basis link to toggle between the new version and the older view.
We will continue to enhance this and other pages on Schwab Advisor Center as we work to modernize your experience.
November 2022 (1122-20T1)
Tag accounts, masters, and groups for easy access across the site
Get the best of both worlds. As part of the ongoing TD Ameritrade integration, a major set of new enhancements is being added to Schwab Advisor Center that incorporates top capabilities from TD Ameritrade's Veo One® platform. Long-term enhancements include a new dashboard with customizable modules and a modern design that simplifies the user experience. The first enhancement—new bookmark functionality—is now available.
The new bookmark icon appears next to each account, master account, and group you view on Schwab Advisor Center. When you click it, that account or group is added to your bookmarks—all of which can be accessed by clicking the Bookmarks link at the top of the page, on the left rail, or on various page grids. This new functionality makes it easier than ever to find the items you interact with frequently, no matter where you are on the site.
June 2022 (0622-2NSK)
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.
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