Easily navigate to the tools and resources you need with single sign-on, an integration capability that allows one-click access to Schwab Advisor Center® from multiple software systems.
Convenient, secure access to Schwab Advisor Center when and where you need it
Streamline your workflows with single sign-on (SSO), a function that enables easy access to Schwab Advisor Center from the external systems you depend on. Combining this convenience with our other deep integrations makes it easier than ever to use our technology to complete key account management tasks.
Software providers that work with Schwab have integrated some or all of the following capabilities:
View real-time balances, positions, transactions, alerts, security information, and more
Open new accounts and make changes to existing accounts
Move money and initiate trades with ease
Single sign-on is just one of the capabilities you gain when you integrate your software with Schwab Advisor Center tools. Explore the other capabilities in our API and SSO matrix. Check with your platform provider to confirm the specific features available.
SSO: What it is and why your RIA firm needs it
Want one-click access between your software systems? Single sign-on can help. Find out what SSO is and how it can help you work faster—and more securely.
Learn more about our integration capabilities
Customize your workflow and create a seamless client experience with efficient and secure end-to-end integration.
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.
Join our workflow
Schwab clients: Optimize through integration
The right tech stack can have a big impact on your business. See the integration capabilities of dozens of software programs in our API and SSO integration matrix, and find a solution that's right for you.
Is your tech slowing you down?
Give your clients a high-quality experience and make your everyday tasks easier with Schwab's thoughtful technology system. Speak with a Business Development Officer about how going independent or switching custodians can make a difference.
All conversations are confidential.
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, an opinion (favorable or unfavorable), 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.