Flexible Trading Integration

Flexible trading integration

Trade the way you want, using secure connections to Schwab from leading order management systems and networks.

Our trading capabilities and services are customizable to support the way you want to trade. From automated, self-service FIX protocols to specialized trading desk support, we can help you drive efficiency in your trading operations while making the whole process easier than ever before.  

For support with straight-through processing, our network of FIX providers securely transmits trades directly to Schwab, helping to reduce errors and delays. This option is available for:

  • Equities
  • Options
  • ETFs
  • Mutual funds
  • Prime Broker
  • Trade-away 
  • Allocations

For support with more complex requests, you can route your trades to the Schwab Trading Desk for validation and execution. This cost-effective option is available through approved order management system providers for:

  • Mutual funds 
  • Prime Broker
  • Trade-away 
  • Allocations

You can also leverage our API integration to send trades from your trading/rebalancing system directly to the Schwab Advisor Center trade blotter. For more information on our trading integration capabilities, contact us at integrationsolutions@schwab.com.


Learn more about our capabilities

Schwab's integration goes beyond trading. Learn more about single sign-ondaily data files, or API integration.


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.

Trading Integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.