Portfolio Connect Section

Schwab Advisor Portfolio Connect®

This page will provide you with helpful information about using Schwab Advisor Portfolio Connect.

Schwab Advisor Portfolio Connect®

Introduction to Schwab Advisor Portfolio Connect®
Schwab Advisor Portfolio Connect is designed as a solution that integrates key portfolio management capabilities directly within the platform you use to manage your clients’ accounts every day.

How to get started in Schwab Advisor Portfolio Connect®
Get started with Schwab Advisor Portfolio Connect by following a few key steps, which you’ll find below.

Introduction to Schwab Advisor Portfolio Connect® Overview Dashboards
The Overview Dashboard is a view within Schwab Advisor Portfolio Connect designed to provide quick access to key information about an account, account group, or your firm. Each content item provides information including asset allocation, total value, cash balance, and performance data.

Introduction to Schwab Advisor Portfolio Connect® Positions and Transactions
Schwab Advisor Portfolio Connect provides account and account group holdings and transactional information from the previous business day. Security classifications, position quantity, position value, cost basis, accrued income, and transactional history can be viewed via Positions and Transactions.