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.
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 video: Watch this video to learn about the essential features and functionality of Portfolio Connect
Preview the content available in Portfolio Connect's standardized client reports
Find out if it's right for you
Review a list of frequently asked questions.
Fill out this short intake form to get started with Schwab Advisor Portfolio Connect.