Single sign-on for Schwab advisor technology
Single sign-on (SSO) allows you to access multiple software systems with one set of login credentials, streamlining access across systems and helping reduce friction your daily workflows.
How single sign-on simplifies access to Schwab Advisor Center®
Streamline your workflows with SSO, a function that gives you one-click access to Schwab Advisor Center directly from the external systems you use. When combined with Schwab's other integrations, SSO makes it easier to complete key account management tasks efficiently across your technology stack.
Software providers that work with Schwab have integrated some or all of the following capabilities:
Open new accounts and make changes to existing accounts
Move money and initiate trades with ease
View real-time balances, positions, transactions, alerts, security information, and more
Learn more about our integration capabilities
Already a Schwab client? Simplify how you work
The right tech stack can have a big impact on your business. See the integration capabilities of dozens of software programs in our Integration Matrix, and find a solution that's right for you.
Considering Schwab? See how our tech can help power your business
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.
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.