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Schwab Reporting


Charles Schwab & Co, Inc. and Broadridge joined together in 2012 to expand the sales reporting and data provided to Schwab Mutual Fund Sponsors. The portal provides mutual fund managers with unprecedented access to fund asset and sales information across Schwab’s advisory channels.

The Schwab Asset Intelligence™ portal provides business partners with two kinds of reporting:

Schwab Asset IntelligenceAssets & Flows reports enable access to fund asset, trading and sales information across retail, retirement, trust and RIA channels on a daily, weekly AND monthly basis.

Premium Reporting, which is provided by Access Data, gives fund sponsors the option for even more visibility into intelligence on market position, competition, and product opportunities.

Are you a Schwab mutual fund sponsor?

If you are a sponsor, check out Schwab Asset Intelligence™. If you do not have a portal ID or login information, please contact us.