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Technology Solutions
Schwab Institutional's technology solutions place your entire firm within clicking distance of essential services and dynamic information. By enhancing traditional customer support with self-service technology, we increase your capacity to provide responsive service to your clients and to keep your day-to-day business running efficiently.
Nothing Less Than Now
In a marketplace operating at Internet speed, expected response time is immediate. Shave time off routine tasks with our technology tools:
- Place hundreds of mutual funds orders in
minutes with our high-volume capacity and receive immediate notification
of their receipt at Schwab.
- Avoid re-keying trade lists by importing
files directly into our trade order routing systems.
- Access real-time order confirmations and
quotes instantaneously.
- Submit block trade allocations and management
fee processing instructions for immediate action.
- Stay informed of new account and transfer of assets status through our Web Alerts notification and response feature.
Paperless Office
No need to request and stock Schwab Institutional paperwork. Virtually all of our forms, applications, manuals, and newsletters are available on www.schwabinstitutional.com, our Web site designed exclusively for Investment Managers working with Schwab Institutional. Expedite account openings with our auto-populating on-line forms and applications. Easily find information on Schwab's trading and operations policies through our searchable online Trading and Account Procedures. Conveniently access and share articles from current and back issues of our Investment Manager newsletters, Insights Quarterly and Compliance Review.
Anywhere, Anytime Secure Access
We utilize state-of-the-art security systems
to provide secure transmission of confidential information between your
firm and Schwab. Your security administrator determines user privileges
by function and by account, creating a secure environment for client protection.
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