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.

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)


Electronically submit bulk instructions in seconds

As part of our ongoing efforts to simplify your management of client accounts, we have added a new Reinvest page to the Accounts tab. With this new page, you can now streamline your dividend and capital gains reinvestment process by submitting election changes in bulk on the firm, master, account, or group level. 

Previously, submitting election changes required up to six clicks to update a single account. The new page drastically reduces the time needed to manage these changes by supporting the ability to submit multiple elections across up to 8,000 positions or accounts in as few as three clicks.

October 2020 (1020-09L5)

Navigate to the new Reinvest tab, and use the search function to find accounts based on instructions, security type, or status.

(0220-0G32)

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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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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