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Technology Integration

Our flexible approach lets you combine our best-in-class proprietary tools with leading third-party solutions to streamline routine tasks so you can focus on serving clients. 

Digital tools led to greater efficiency

Digital tools led to greater efficiency

Hear how data from more than 1,000 advisory firms showed the leap in digital adoption led to major firm productivity and efficiency gains. Lisa Salvi shares how Top Performing Firms are more often high adopters of digital tools and workflows.

Leverage our relationships across the tech industry

Our broad, deep integration strategy connects our platform with many leading third-party technologies, and the number of participants is always growing. With access to a range of capabilities, we work closely with vendors to ensure integration is both high-quality and secure—from opening accounts and initiating client transactions, to accessing real-time custody data—all from within the interfaces you use every day.

Find your firm's next provider >

See how we integrate >

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Broad range of integration solutions

Explore the range of integrations available with Schwab Advisor Center®.

  • API integration

    End-to-end integration with essential Schwab Advisor Center tools that are available to providers and advisory firms who want to develop deep, customized experiences.

  • Single sign-on

    Convenient access to Schwab Advisor Center when and where you need it, giving you streamlined workflows across the platforms you use.

  • Flexible trading integration

    Trade the way you want with integration and support that enables your trades and allocations to securely flow from leading order management systems and networks to Schwab.

  • Daily data files

    Robust, customized data—ready for seamless upload into your key systems to keep your firm and service providers informed.

  • Already a participant

    If your firm is an OpenView Gateway participant, log in here to manage your integrations.

  • Become a participant

    If you represent a technology or service provider who offers tools or services to RIA firms, talk to third-party relationship managers about integrating with Schwab or listing your products on this site.

Is your technology holding you back?

Whether you're exploring independence or curious how switching custodians can make a difference, Schwab Business Development Officers are here to help.

All conversations are confidential. We welcome questions from all advisors—no matter your background, AUM, or ambition

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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab.  Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI. 

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons