What's New: Integration

Schwab Advisor Center® has digital tools and resources to help you onboard new relationships, support your clients, and scale your business. Below you can learn about the latest enhancements and resources, or explore recent updates by clicking on a topic.


Our broad, deep integration strategy helps connect our platform with many leading third-party systems. Through these secure high-quality integrations, you get streamlined access to important digital tools—for everything from opening accounts to initiating client transactions—as well as real-time custody data from within the interfaces you use every day.

Use these resources to get an overview of our capabilities; continue scrolling to see the latest enhancements.

July 2021 (0621-1XF4)

The mention of third-party firms is not, and should not be construed as, a recommendation, endorsement, or sponsorship by Schwab. These firms are not affiliated with or employees of Schwab. The Schwab OpenView Gateway® program is sponsored by Schwab Intelligent Technologies®. Schwab OpenView Gateway providers are independent companies that are not affiliated with Schwab Intelligent Technologies or any of its affiliates.


New Schwab Advisor Center integration with Salesforce Financial Services Cloud

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 accounts.

The new app provides not only expanded functionality but also expanded access, allowing advisors who use Salesforce Financial Services Cloud to benefit from Schwab Advisor Center integration while Salesforce Sales Cloud users can continue using the features they've enjoyed for years.

Key updated features include:

  • 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
  • View status updates alongside your alerts, providing more robust details about in-progress items

To learn more about the new integration, please contact the Advisor Platform Support team at  888-400-5067 or via email at openviewgatewayforSFDC@schwab.com.

Ready to get started? Go to the AppExchange listing, click the Get it Now button, fill in the form, and submit it. Our team will reach out to you within one business day to help you get started.

January 2023 (0123-2523)

Schwab Affinity Services: Third-party providers offering solutions for RIAs at preferred pricing

These days there are many different providers to choose from; the key is identifying the right options for your firm. Now you can get a head start with the Schwab Affinity Services program. It connects you with a curated collection of third-party providers to consider—all of whom understand the needs of an RIA and offer solutions at preferred pricing.

Schwab Affinity Services not only includes solutions for technology but also covers other key areas essential to managing and growing your business―like marketing, talent strategies, operations and business solutions, M&A, and more―making it easier to build a strong support system for your firm. Together with the insights and best practices from our consulting programs, Schwab Affinity Services can help you take your business to the next level.

August 2022 (0822-2ZA7)

Technology, innovation, and the future of third-party integration for independent advisors

This year we kicked off our first virtual Schwab Technology Forum for technology providers who work with Schwab and TD Ameritrade Institutional. More than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab and TD Ameritrade about the path to building an industry-leading technology platform for independent advisors.

Learn more about key takeaways from Schwab's Technology Forum and the main reasons why Advisors surveyed in Schwab’s most recent Independent Advisor Outlook Study remain bullish on the RIA industry’s prospects for growth.

August 2021 (0821-1UGF)

New third-party integrations are available

As part of our ongoing efforts to continuously expand API availability, we've added three new third-party integrations to Schwab Advisor Center. These high-quality, secure integrations give you streamlined access to important timesaving digital workflows and single-sign-on capabilities. Data from third-party systems preload into Schwab workflows, saving time and reducing errors by eliminating the need to rekey data, and single-sign-on integrations take you seamlessly to Schwab Advisor Center from the third-party platform of your choice.

New integrations

  • Sapphire Systems (aka Panoramix™), a financial management system provider, integrates with Schwab Advisor Center users to initiate digital account openings, digital address changes, and management fee file uploads from within Panoramix while viewing account profiles, balances, positions, statements, tax forms, and trade confirmations. These features are in addition to their existing single-sign-on capabilities.
  • Wealthbox®, a CRM provider, now has both single-sign-on and API integration that seamlessly updates the Wealthbox database with account profiles, balances, and positions from Schwab Advisor Center.
  • DNA Behavior©, a system that helps advisors build better portfolios through behavioral analysis, now has single-sign-on to Schwab Advisor Center.

Upcoming integrations

Providers that have signed agreements to join our integration program and will soon begin development include PreciseFP (prospect data collection/onboarding tool), Benjamin Technologies (AI assistant tool), and Magnifi (a TIFIN Group company that specializes in semantic searches).

July 2021 (0721-1KM9)

New tool makes annual third-party attestation easy

Important update on annual third-party data access attestation:

As part of our efforts to keep your firm's data safe, we have instituted an annual review of third-party providers that have access to your firm's Schwab Advisor Center® data. We want to update you on how this process will work and the tool we've provided to make this review quick and easy.

  • At the beginning of your review period, your firm's security advisor (FSA) will receive an email notification. 
  • Within one month of that date, your FSA, or someone else who has the appropriate security designation, must use the automated tool to review and make any needed changes to third-party data access.
  • The tool can be found on the More menu via the Data-Sharing Relationships link.
  • If this process isn't completed by the deadline, Schwab will automatically remove all third-party access from your firm's data.

We've produced an overview video explaining the policy and how it supports our ongoing efforts to maintain the highest possible security standards for your firm and clients. For a step-by-step walkthrough of the tool, consult our clickable guide. If you have questions, please contact your service team.

June 2021 (0621-1V6N)

Your FSA will receive an email at the beginning of your third-party review period. Within 30 days, your FSA or another authorized user should access the easy-to-use tool, make any required changes, and then submit an attestation confirming third-party access to your firm’s Schwab data.

Enhanced Salesforce integration

We've built two new integrations for OpenView Gateway® for Salesforce to give you more ways to simplify your interactions with clients and manage your business more effectively. Now you can use the same data you've already stored in Salesforce to populate contact information for the digital account open and digital address change tools on Schwab Advisor Center. Using a trusted data source when interacting with multiple systems gives you confidence that the information is both current and accurate, and it eliminates the need to retype data, reducing downstream errors.

Single-sign-on further streamlines your workflow by seamlessly pushing data from Salesforce into Schwab Advisor Center, alleviating the need to leave either platform to access the information you require.

June 2021 (0621-1V6N)


For advisor use only. For general educational purposes.

Any investments reflected are for illustrative purposes only and are not intended to be nor should they be construed as a recommendation to buy, sell, or continue to hold any investment. Screen shots are for illustrative purposes only, may be historical in nature, and should not be used as a basis for any investment decision.

Schwab Advisor Services™ includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("Schwab"), a registered broker-dealer and member SIPC, and the technology products and services of Performance Technologies, Inc. ("PTI"). PTI and Schwab 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 Schwab.

API integration is available through Schwab OpenView Gateway®, which is provided by PTI. Single sign-on is provided by PTI. Daily data files and trading integration are available through Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties (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 Performance Technologies® ("SPT") provides technology solutions to independent investment advisors, while Schwab provides them and their clients with custody, trading, and related support services. SPT and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other.

Schwab Advisor Portfolio Connect™ is a product of SPT.

Institutional Intelligent Portfolios ("IIP") is a technology and service platform made available by SPT to independent advisors who maintain a business relationship with Schwab Advisor Services.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products, including the Schwab One® brokerage account, are offered by Charles Schwab & Co., Inc., Member SIPC. Deposit and lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.

Schwab affiliates earn revenue from the underlying assets in Institutional Intelligent Portfolios® accounts. This revenue comes from managing Schwab ETFs™ or Schwab Funds® and providing services relating to certain third-party funds that can be selected for the portfolio, and from the cash feature on the accounts. Revenue may also be received from the market centers where ETF trade orders are routed for execution. Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their Institutional Intelligent Portfolios account. Clients must be enrolled to receive this service. Cash balances held in the Sweep Program at Schwab Bank are eligible for FDIC insurance up to allowable limits per depositor, per account ownership category.