Schwab technology integration for advisor workflows
We support technology integration across your workflows, helping connect our proprietary tools with leading third-party technology providers so you can streamline how you work and focus on serving your clients.
Put Schwab's relationships with technology providers to work
We work with a growing network of leading third-party providers, offering high-quality integrations for opening accounts, managing transactions, and accessing real-time data. This is tech the way it's meant to be: Simple. Secure. Built to make your day easier.
What technology integrations are available through Schwab?
Discover the range of scalable integrations available through Schwab Advisor Center®.
Take the next step
Already a Schwab client? Let's integrate your workday
Finding the right digital fit makes all the difference. Explore the integration capabilities of dozens of software programs in our Integration matrix, and check with your platform provider to confirm specific feature availability.
Considering Schwab? See how integration can support your business
Whether you're exploring independence or curious how switching custodians can make a difference, Schwab Business Development Officers are here to help. No matter your background, AUM, or ambition, we welcome the conversation—and keep it 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.