Convenient, secure access to Schwab Advisor Center, when and where you need it.
Single sign-on streamlines your workflows by enabling easy, one-click access to key data and tools within the systems you depend on. When you combine this convenience with our other deep integrations, it means it’s easier than ever to use our technology to complete key account management tasks.
Providers who work with Schwab have integrated some or all of the following:
- Moving money
- Placing trades
- Opening accounts
- Changing an address
- Viewing real-time alerts, positions, balances, research, and more
Our goal is to offer integration with a wide range of platforms, so we work closely with providers of all sizes to help meet your needs. If you’d like us to add your vendor to our program, let us know 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.