Schwab is for funding your account, updating beneficiaries, viewing real-time balances, and downloading statements. Advyzon displays performance, investments, and documents, but reflects data on a 24–48 hour delay depending on weekends and holidays.
FAQs
No. Schwab and Advyzon are separate systems with different credentials and functions. You will need separate login information for each.
Use the Forgot Password link on each portal’s login page. For Schwab support, call 800-515-2157. For Advyzon or Advisor Engine, contact the Client Service Team at 321.275.5125 Option 2 or reach out to your advisor directly.
Log into Schwab and select Move Money, then choose your preferred option and follow the prompts. If you need assistance, contact the Client Service Team. You may also contact Schwab Support at 800-515-2157.
Schwab updates throughout the day and is the better choice for viewing current account balances. Advyzon reflects a 24–48 hour delay but provides a more detailed view of performance and investment history.
Tax documents and monthly statements are available through the documents tab in either portal once they have been published. Contact the Client Service Team if you have trouble locating them.
Log into Schwab, click the Profile icon, and manage your information from there. For assistance, contact the Client Service Team. You may also contact Schwab Support at 800-515-2157.