Portfolio Connect Section

Introduction to Schwab Advisor Portfolio Connect® Benchmarks

Introduction to Schwab Advisor Portfolio Connect® Benchmarks

Schwab Advisor Portfolio Connect provides benchmark data for performance comparison purposes. You can choose whether you want to show a single benchmark, or a benchmark collection for your clients' accounts and groups.

Benchmark collections can assign multiple benchmarks to an account or account group in a single step. The benchmarks' order in the collection determines display priority.

Content items are limited to how many benchmarks are displayed:

  • Due to space limitations on the Overview and Reporting pages, do not put more than three benchmarks in a collection. If a benchmark collection contains more than three benchmarks, only the first three benchmarks in the collection will be displayed.

To view or edit benchmarks in Schwab Advisor Portfolio Connect:

  • Go to Benchmarks > Indices.

To view or create new collections in Schwab Advisor Portfolio Connect:

  • Go to Benchmarks > Collections.

Key features and information related to Benchmarks:

Benchmarks
  • Name— Index available for performance comparison purposes.
    • Display Name—Editable value to represent the benchmark in most views.
    • Short Name—Editable value to represent the benchmark in views with restricted character limitations.
  • Description— Available for user's convenience, but not displayed in content items
Benchmark Collections
  • Name— Description of benchmark collection
    • Display Name—User defined value, used in account and account groups to assign a benchmark collection, but not displayed in content items.
  • Description— Available for user's convenience, but not displayed in content items.
     
Benchmark Collections Members
  • Collection Members are comprised of the benchmarks selected by the user for the collection. Benchmarks can be added or deleted.
  • The benchmarks order in the collection determines display priority.
  • Each content item has a predefined number of rows that can be shown. The benchmarks will be displayed in the priority order until the available amount of the rows has been reached. Delete Collection allows users to delete collections. Users cannot delete a benchmark collection that is assigned to any account or account group.

How to get started in Schwab Advisor Portfolio Connect®
Introduction to Schwab Advisor Portfolio Connect®

For additional support, within Schwab Advisor Portfolio Connect, go to the top-right corner > click Question mark image and call the number listed under Contact Us.