Firm Name:

Master Account Number:

Full Name:

Email:

Phone:

Does your firm currently use a Portfolio Management System (PMS)?:

Other PMS:

Portfolio Connect provides Schwab data from December 31, 2016. Does this date meet your performance calculation needs?

Portfolio Connect is a solution for Schwab accounts only. Does your firm have client assets held at other custodians?

Portfolio Connect access is extended to all users within a firm with the ability to restrict account access based on Schwab Advisor Center permissions. Can your firm use Portfolio Connect with this level of permissioning?

Portfolio Connect bills using a monthly or quarterly frequency. Would you utilize this feature?

Portfolio Connect uses total accrued value for its billing methodology. Does this meet your firm's needs?

Portfolio Connect bills all accounts on the same cycle each month or quarter. Does this meet your firm's needs?

Portfolio Connect utilizes Time Weighted Returns for performance. Are you able to use this approach for performance?

Portfolio Connect offers client reports with account data pre-populated. Reports are standardized with limited customization that includes: firm logo, content item display name, exclude / include report page, select from provided time periods. Please review the sample report. Would you be able to use this feature?