Schwab Advisor Center
1 Summary
Primary custodian of record for discretionary accounts. Schwab Advisor Center houses ACAT processing, document vault, and trade approvals.
2 Support Channels
- Advisor Support: 800-647-5465
- Secure message portal within Schwab Advisor Center
3 Key Integrations
- Daily position files imported via secure FTP.
- ACAT confirmation numbers stored in LACRM custom fields.
4 Risk Notes
- Enforce dual approval for third-party money movement.
- Document every support call by referencing case IDs in LACRM.