Explore

Elevate Your Practice With Direct Advisory Suite

Consolidate your tech stack and save up to $10,000.

Flexible Pricing Built for You

Charles Schwab is one of our first clients to get early access to Direct Advisory Suite—the next phase of Advisor Workstation. Want specific pricing? Speak with sales to learn more about our promotional offer. 

View Schwab Membership

Integrations That Drive Efficiency

Advisors that custody with Charles Schwab have multiple integration options, including Intelligent Import, Data Sync, Morningstar ByAllAccounts, MoneyGuidePro, eMoney, and Redtail.

Additional Resources

Schwab Affiliate Wins (And Keeps) Clients With Family Wealth Planning

See how Joe Landesman showcases the value of his advice to clients and prospects with Morningstar reports.

Your Charles Schwab Coverage Team

Morningstar values our partnership and has dedicated resources specifically for Charles Schwab.

Morningstar Direct Workflows

Learn more about the key workflows within Morningstar Direct.

Data Sync Integration

See how to enable the data sync process from Schwab Advisor Services.

Let’s talk

Hear from your dedicated account team how you can save up to $10,000 with Direct Advisory Suite.