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

  • Review our product features and preview our future roadmap

  • Explore our interactive guide

  • Use this guide to evaluate your portfolio management options


Schwab Portfolio Connect video

Watch this video to learn about the essential features and functionality of Portfolio Connect

Read Transcript Open new window

Preview the content available in Portfolio Connect's standardized client reports


Find out if it's right for you

  • FAQs

    Review a list of frequently asked questions.

  • Survey

    Take a short interest survey to see if Schwab Advisor Portfolio Connect is right for your firm.

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