Schwab Advisor Portfolio Connect®
A simplified approach to portfolio management
Schwab Advisor Portfolio Connect delivers core capabilities and features through an intuitive, modern experience, without the need to download and reconcile data. This solution is not multi-custodial, but is available free of charge to advisors whose clients custody at Schwab. Our goal is to provide advisors with a different choice in portfolio management, offering a more scalable, cost-effective option for managing Schwab accounts.
Learn more
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Review the fact sheet
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Explore our product features and preview our future roadmap
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Use this guide to evaluate your portfolio management options
Find out if it's right for you
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FAQs
Review a list of frequently asked questions.
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Get Started
Fill out this short intake form to get started with Schwab Advisor Portfolio Connect.
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