Single Sign-On

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.

An icon of a set of keys on a photo of an advisor using a cell phone.

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:

Deck

  • Alert icon

    View real-time balances, positions, transactions, alerts, security information, and more

  • Add folder icon

    Open new accounts and make changes to existing accounts

  • Move money icon

    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.

Learn more about our integration capabilities

  • API integration

    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

Join our workflow

If you're a third-party vendor that provides services to Registered Investment Advisors and are interested in integrating directly with Schwab, please complete this form.

Contact

  • 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.

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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.