Schwab Advisor Portfolio Connect Intake Form

Thank you for your interest in Portfolio Connect. The information you provide will start the process to enable the experience for your firm. 

Please note, Portfolio Connect can only be enabled at the Firm level, meaning all Master accounts associated with your firm will be enabled and accessible within Portfolio Connect. All users with Schwab Advisor Center user IDs will have access to Portfolio Connect with the same account data access that they have on Schwab Advisor Center. 

By submitting this intake form, you are agreeing to the enablement of Portfolio Connect for the entirety of your firm. It is advised that this submission be reviewed with your Firm Security Administrator.

You can use this guide to evaluate if Portfolio Connect is a fit for your firm.