What's New: Trading, Research, and Rebalancing

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.

Consolidated view for researching managed account product information

You no longer need to navigate to two different areas of Schwab Advisor Center® to conduct managed account research. Now you can view and research all managed account product information in one consolidated section of Schwab Advisor Center by navigating to Managed Accounts under the Research tab.

New navigation includes:

  • Overview: General information about managed accounts
  • Money Managers: List of money managers
  • Investment Strategies: List of strategies available in Marketplace, Access, and Select
  • News: List of platform- and strategy-specific news
  • Quick Links: List of links to help you navigate to other resources

We've also enhanced the search and filter capabilities on this page to help you find information quickly.

May 2020 (0520-0PK0)


Easily review important characteristics without manual calculations

You can now easily view regional allocations and value and growth measures when using the equity and fixed income portfolio analysis tool, providing valuable summary information for client portfolios without the need to manually calculate values.

On the Regions tab, you can see at a glance how the investments in a portfolio are invested across various geographical areas, while the Value and Growth tab makes it easy to ensure that portfolios remain aligned with clients' investment risk parameters.

You can access these new features on the Portfolio Analysis Equity tab from the Positions, Trading, or Trading Watchlist tabs on Schwab Advisor Center®. In addition, you can export these and other portfolio analysis tabs into Microsoft Excel®, either individually or in a group.

February 2020 (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.

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.

References to third parties (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

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.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products, including the Schwab One® brokerage account, are offered by Charles Schwab & Co., Inc., Member SIPC. Deposit and lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.

Schwab affiliates earn revenue from the underlying assets in Institutional Intelligent Portfolios® accounts. This revenue comes from managing Schwab ETFs™ or Schwab Funds® and providing services relating to certain third-party funds that can be selected for the portfolio, and from the cash feature on the accounts. Revenue may also be received from the market centers where ETF trade orders are routed for execution. Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their Institutional Intelligent Portfolios account. Clients must be enrolled to receive this service. Cash balances held in the Sweep Program at Schwab Bank are eligible for FDIC insurance up to allowable limits per depositor, per account ownership category.