What's New

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.

Explore key Schwab products on the Investment Solutions tab

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  • View aggregate trading balances at the firm level

  • New enhancements provide transparency for digital onboarding and deposits

  • New status update for contra-initiated outbound transfers

  • Open and fund Marketplace managed accounts digitally

CTAs

  • Welcome to Schwab's Tax Center

    This resource is for advisors whose clients hold accounts that transitioned to Schwab from TD Ameritrade in 2023.

  • Get an overview of Schwab's digital onboarding workflow

    Discover the fastest and most secure way to open accounts and onboard clients with Schwab Advisor Center's digital onboarding guide.

Related resources

  • Schwab Advisor Center Digital Roadmap

    Learn about upcoming technology enhancements.

  • Cybersecurity Resource Center

    Build and execute your plan.

  • RIA EdCenter™

    Advance your business with relevant content, guided learning experiences, and essential resources.

  • Client Learning Center

    Help your clients understand Schwab's technology and safety measures.

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February 2024 (0224-4WTH)

For advisor use only. For general educational and informational purposes only.

Schwab Advisor Center® is a website of Schwab for the exclusive use of advisors who custody assets with Schwab.

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. Screenshots 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™ serves independent investment advisors and 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"). Schwab and PTI 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 of 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.

Schwab affiliates earn revenue from the underlying assets in IIP 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 an IIP account. Clients must be enrolled to receive this service. Cash balances held in the Sweep Program at Charles Schwab Bank® are eligible for FDIC insurance up to allowable limits per depositor, per account ownership category.

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.

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