Trading Integration

Submitted by Brian.Lavelle on June 24, 2019
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.

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