Product Description
About this Product
The new Schwab Advisor Center Integration for Salesforce app delivers a daily download of key account details and important alerts to help you streamline workflows and manage client account:
- Receive customized daily downloads—including account details, restrictions, balances, and more—from Schwab Advisor Center to your Salesforce org.
- Open new Schwab accounts and update existing client information seamlessly using the app or Salesforce. Track work in progress securely with Single Sign On access.
- Create reports and dashboards to analyze data and share insights.
About Schwab (Advisor Services)
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support of Schwab. Our entire business is built to fuel the independent spirit of advisors. We listen, so we can provide tailored guidance based on 30-plus years of working with firms like yours. We’re always looking out for what’s next and innovating on advisors’ behalf. We do all this to empower
RIAs to create the business they really want. We’ve worked with RIAs longer—and have more RIA clients—than any other company. Our deep industry experience means we can provide unique and
powerful insights that advisors won’t find anywhere else. Count on our unmatched scale, passion, and dedication to help you build the business you want, your way.
Product Details
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
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.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.