Why settle for a one-size-fits-all tech solution? Customize your workflow and create a seamless client experience with efficient and secure end-to-end integration via APIs (application programming interfaces).
End-to-end workflows to securely link your systems with essential Schwab Advisor Center® tools
Access real-time custody data and workflows through integration within your own technology or third-party platforms. Building custom experiences is easier with our API development tools and best practices, as well as support from our dedicated team members working to ensure your experience is high quality and secure.
Schwab Advisor Center will continue to expand API availability as we evolve key platform features and tools. Current capabilities allow you to:
See what's possible when you integrate with Schwab Advisor Center tools.
See what's possible when you integrate with Schwab Advisor Center tools. Our API and SSO integration matrix illustrates the capabilities and workflow for dozens of software platforms. Check with your provider to confirm the specific features available.
Make your tech work smarter with APIs
You don't have to be a software engineer to improve your digital tools. Find out how APIs can help advisors connect different software and data sources so you can better serve your clients.
How one advisor improved workflow by customizing his tech suite
While onboarding to Schwab's platform, Denis Belinskiy discovered an array of integration options that led to big efficiency gains over time.
Schwab integration: An advisor's perspective
Schwab integration: An advisor's perspective
Learn more about our integration capabilities
Gain access to Schwab Advisor Center when and where you need it, giving you streamlined workflows across the platforms you use.
Daily data files
Explore how robust, customized data—ready for seamless upload into your key systems—can keep your firm and service providers informed.
Flexible trading integration
Trade the way you want with integration and support that enable your trades and allocations to securely flow from leading order management systems and networks to Schwab.
Innovate with us
Schwab clients: Let's integrate your workday
Finding the right digital fit makes all the difference. Explore the integration capabilities of dozens of software programs in our API and SSO integration matrix, and check with your platform provider to confirm specific feature availability.
Is your technology holding you back?
Schwab Business Development Officers are here with answers to your most important questions, whether you're exploring independence or curious about how switching custodians can make a difference.
All conversations are confidential. All questions are welcome—no matter your background, AUM, or ambition.
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.