What's New: Third-Party 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.
Overview
Whether you're opening accounts, initiating client transactions, or accessing real-time custody data, our secure third-party integrations give you customized experiences and streamlined access to essential Schwab Advisor Center tools—all from within the interfaces you use every day.
Leverage Schwab's relationships across the tech industry to benefit from an expanding network of integrated third-party technologies, ensuring the highest standards of quality and security.
Use these resources to gain insights into our offerings and continue scrolling to see the latest enhancements:
- Discover our full range of services
- Explore hundreds of RIA-focused solutions to support your business
- See how we integrate
March 2026 (0326-JZ59)
See the latest third-party integrations with Schwab
The updated integration matrix highlights new ways that providers are connecting with Schwab, including integrated API workflows that can help support digital onboarding and move money directly within third-party applications. The matrix also includes a separate trading integration category, making it easier to find providers that support trading and investment management workflows.
Our third-party ecosystem continues to expand, with several new integrations now available and more on the way. We've added five new integrators; nine existing integrators have enhanced their platforms with new capabilities, and 10 integrators have launched new pilots with their users.
To see what's changed, look for the gold stars throughout the updated integration matrix. You'll find recent additions across most categories.
Whether you're onboarding clients, managing portfolios, or streamlining operations, Schwab's broad range of integration solutions can help you discover tools that fit your workflow and support your firm's evolving needs.
June 2026 (0626-RFVC)
Expanding the depth and breadth of our robust third-party integrations
Thousands of firms depend every day on our deep and broad integration strategy, which helps connect Schwab Advisor Center with many leading third-party systems. Over the past year, we have continued expanding our offer, making it even more robust.
Check out these recent developments:
- API integrations with nine additional leading third-party providers, as well as deeper integrations with 13 providers who were already integrated with Schwab. These integrations were designed specifically to ensure that migrating TD Ameritrade firms would retain all the integration functionality they depended on with Veo One®.
- Fifty new API and SSO integrations with other providers offer new data sharing features for Schwab Advisor Center.
View details about these and all of our other integrations by reviewing our API/SSO integration matrix.
In addition, dozens of new providers have begun leveraging Schwab's daily data files, giving them access to the latest account information and activity directly from our platform.
If you're interested in getting started or expanding your firm's existing integrations, we recommend consulting our provider listings to review the 370+ RIA-focused solutions that offer integrations. You can also reach out to your existing third-party providers to learn more about available integrations and then activate them.
August 2024 (0824-HATH)
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.
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