Flexible Trading Integration

Drive efficiency in your trading operations by integrating Schwab with your order management systems and networks.

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Trade the way you want using secure connections to Schwab

Streamline your trade operations with our customizable trading services and capabilities. In doing so, you build support into every step with features such as FIX trading protocol and specialized trading desk support. 

Reduce errors and delays with straight-through processing. Our network of FIX providers securely transmits trades directly to Schwab. This is available for:

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    Equities and options

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    ETFs and mutual funds

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    Prime broker, trade-away, and equity allocations

For support with more complex requests, route your trades to the Schwab Trading Desk for validation and execution. Or leverage our API integration to send trades from your systems directly to the Schwab Advisor Center® trade blotter.

Trading support at your fingertips

Optimize your clients' investments with tools and knowledge from the Strategy Desk. This free service includes one-on-one strategy consultations, weekly trading webcast series, and market insights. From finding alternate ways of potentially generating portfolio income to mitigating risk with options, the Strategy Desk is available to answer your trading questions.

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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.

  • Single sign-on

    Gain access to Schwab Advisor Center® when and where you need it, and streamline your workflows across platforms.
     

Join our trading network

Join our trading network

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: Get the most out of your technology

    It's never too late to reevaluate your tech stack to ensure it's setting you up for efficiency and growth. Explore which tools and services may be right for you.

  • How efficient are your trading operations?

    Build a trading process that works best for you by customizing our leading technology. Connect with a Business Development Officer to learn what Schwab can do to help you create an efficient and thriving firm.

    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.