End-to-end workflows to securely link your systems with essential Schwab Advisor Center tools.
Our deep, end-to-end integration enables access to real-time custody data and workflows from the systems you already use. Our modern API development tools and best practices can be used to build custom experiences within proprietary advisor or technology provider platforms. And we’ll support you throughout the process with help and advice from our dedicated team, who will help to ensure the experience is both high-quality and secure.
Schwab Advisor Center will continue to expand API availability as we evolve key platform features and tools. Current capabilities include:
- Real-time account information
- Move money
- Account open
- Address change
- Service request submission
- Single sign-on
Check with your provider to confirm the specific features available.
If you’re a vendor who’s interested in integrating directly with Schwab, contact us at firstname.lastname@example.org.
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.