Schwab APIs for advisor technology integration
Why settle for a one-size-fits all tech solution? Schwab APIs help you tailor your workflow and deliver a seamless, secure client experience connecting your third-party platform with Schwab Advisor Center functions.
How Schwab APIs connect your systems and workflows
Schwab API integration allows your technology platforms to securely connect with our proprietary platform Schwab Advisor Center® and access real-time custody data. Plus, our API development tools and best-practice guidelines empower third-party platforms to build customized experiences, ensuring smooth integration along with a secure, high-quality user experience.
Schwab Advisor Center will continue to expand API availability as we evolve key platform features and tools. Current capabilities allow you to:
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Open new accounts and move money through secure, deeply integrated workflows -
Trade the way you want—with deep integration -
Get alerts, access real-time account information, and submit service requests -
Streamline your user experience with single sign-on (SSO)
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.
Learn more about our integration capabilities
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Single sign-on
Gain access to Schwab Advisor Center when and where you need it, giving you streamlined workflows across the platforms you use.
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Daily data files
Explore how robust, customized data—ready for seamless upload into your key systems—can keep your firm and service providers informed.
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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
Technology providers: Innovate with us
If you are a technology or service provider offering solutions to RIA firms, discover more about potential Schwab integrations or how to feature your products on this site.
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Already a Schwab client? 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 Integration Matrix, and check with your platform provider to confirm specific feature availability.
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Considering Schwab? See how integration can support your business
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.
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.