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Elevate Your Charles Schwab Experience with Morningstar
Morningstar Advisory Industry Trend Report
Interested in how Morningstar's Voice of the Advisor findings impact advisors that custody with Charles Schwab? Download the custom report or watch the personalized webinar to stay ahead of the curve.
Enabling you to stay focused on adding value and providing great advice
Empower Your Practice
Uncover new opportunities, monitor the outcomes of your decisions, and gain insights from a trusted source. Streamline collateral creation and distribution.
Get Cutting-Edge Capabilities
Build a library of model portfolios, benchmarks, and accounts. Customize feeds, analyze data, assess manager impact, and stress-test portfolios across various scenarios.
Harness Powerful Analytics
Get exclusive analytics to evaluate investment quality in client portfolios around the world.
Exclusive Content
How Charles Schwab Can Uncover Insights with Interactive Research
A look into our new portfolio construction workflow, which allows for more seamless creating, editing, analyzing, and reporting on custom portfolios or models in Morningstar Direct.
Morningstar Direct Workflows
We know that you care about things like performance and risk analysis, competitive analysis, product comparisons, and reporting supporting distribution. We’ve prepared this toolkit for you to understand our comprehensive Direct workflows.
Custom Advisor Workstation Pricing Sheet
Our custom Advisor Workstation pricing model for advisors who custody with Schwab. See how we tailor our solution to fit every advisor’s needs and budget.
Overnight Import for Advisor Workstation
How Advisor Workstation users can enable the overnight import process from Charles Schwab.
Your Charles Schwab Coverage Team
Morningstar values our partnership and has dedicated resources specifically for Charles Schwab.
Morningstar + Schwab Advisor Services™ Automated Client Data Integration
See how to set up Overnight Batch Integration with Schwab Advisor Services in Morningstar Advisor Workstation, allowing your client data to load automatically into the platform and letting you work more efficiently with your entire client base.
Overnight Batch Integration
The Overnight Batch Integration allows client data to load
automatically into Advisor Workstation.
What Advisors Who Custody With Schwab are Saying
Joe Landesman custodies with Charles Schwab, and he manages his practice efficiently with products like Morningstar Advisor Workstation.
Advisor Workstation is a really good opportunity for independent practice management, whether it be for research, analysis, or client and prospect reviews.
Joe Landesman, Senior Investment Strategist, Cope Corrales
Learn more about the products that can power your workflow
Advisor Workstation
Advisor Workstation empowers great advice and helps drive success for advisory firms, advisors, and investors. From investment research to proposal creation to portfolio analysis.
Morningstar Direct
Morningstar Direct is a comprehensive platform that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing, and distribution strategies.
Morningstar Intelligence Engine
The Morningstar Intelligence Engine utilizes OpenAI’s large language model, which processes questions and constructs responses to help you get the information you want, faster than ever.
Direct Web Services
The whole range of Morningstar Data is available to explore, analyze and now export with custom feed creation. Whether you use our data feeds or create your own, you can get the data you want, when you need it, in the format you need.
Unlock the Power of Integrated Coverage
If you think you know Morningstar, you may be surprised. Your clients rely on Charles Schwab for guidance in attaining their financial goals. Morningstar can help grow your practice and provide a leading experience.