* Create custom account groups and organize data by household and portfolio model;
* Navigate and access information more easily;
* Access aggregate balances and positions for households and groups of up to 200 accounts
* Set permissions for the functions, account information and data each employee can access;
* Sort, resize and export data tables to customize views;
* Schedule automatic downloads and view historic balances and positions.

A  “What’s New” section incorporates online training resources such as tutorials, quick reference guides, comprehensive FAQs, and a new Help section; both live and recorded webcast tours also are being offered to support advisors as they transition to the new site. In addition, advisors have access to their service team and technical support specialists.

 In June, Schwab announced plans to invest in an array of other new service and technology projects to be indtroduce this year, including:

* Secure email functionality between select advisors and Schwab’s service representatives;
*Operations consultants who will work with advisors’ back-office staff                  *Classes to help advisor back-office professionals become proficient at managing custody, account servicing and operations processing.