Portfolio Connect Section

Introduction to Schwab Advisor Portfolio Connect® Content Authorship

Introduction to Schwab Advisor Portfolio Connect® Content Authorship 

Schwab Advisor Portfolio Connect Content Authorship is a central location for managing your messaging in Meeting BooksClient Reports, and Invoices and consists of:

  • Footnotes
  • Billing Messages
  • Terms & Disclaimers

To manage your messaging in Schwab Advisor Portfolio Connect, go to Firm Settings > Content Authorship Footnotes, Billing Messages or Terms & Disclaimers.

Content Item Description
Footnotes Appears on the bottom of each page, excluding Cover Page
Billing Messages Appears on Invoice page
Terms & Disclaimers Appears on Terms & Disclaimer page

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

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.