![]() Screen shots are for illustrative purposes only, may be historical in nature, and should not be used as a basis for any investment decision. For general educational purposes.Īny investments reflected are for illustrative purposes only and are not intended to be nor should they be construed as a recommendation to buy, sell, or continue to hold any investment. Be sure to download the new step-by-step guide to track requests on Schwab Advisor Center for status, alerts, and more.įor advisor use only. Visit the overview page each day for a fast, convenient way to stay on top of your clients' most important alerts and status updates. To quickly find what you need, you can adjust the time period and customize the view by using the toggles at the top of each column to choose how your status updates or alerts are sorted. ![]() You can then select any item to add missing information, make notes, or upload required documents-all without leaving the page. You can drill down into a group to see all the included items by clicking on the + icon. For example, in the Status section, Action Needed items are right on top. Items are grouped automatically based on their importance, request type, and other characteristics. The new Status and Alerts overview page provides a consolidated view of all recent status updates and alerts, making it easy to review and act on requests from a single location. ![]()
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January 2023
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