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Advisor Services
 * Contact Us
   Interested in Schwab?
   Let us help you explore your options and answer questions about becoming an
   independent advisor with Schwab.
   Contact Us
   Are you a client?
   Log in using your Schwab Advisor Center credentials to find contact
   information for your Service and Sales Professionals.
   Find your team
   Trouble Logging In?
   Call our Advisor Platform Support team at 800-647-5465
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 * Going Independent
   * * Going Independent?
       The move to the RIA model is about doing what's best for clients—on your
       terms.
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     * * Overview
       * Understanding the Advantages
       * The Support You Need
     * * Choosing the Right Path
       * Tools & Resources
 * Why Schwab
   * * Why Schwab
       Build the future you want for your practice with Schwab's expert
       guidance, technology platform, and hands-on support.
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     * * Overview
       * Solutions for Your Practice
       * Specialized Services
     * * Choosing a Custodian
       * Making the Transition
 * Serving Your Clients
   * * Serving your clients
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     * * Overview
       * Account Management & Trading
       * Financial Solutions
     * Resources for Your Clients
 * Managing Your Business
   * * Managing your business
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     * * Overview
       * Business Consulting & Education
       * Technology Integration
     * * Marketing
       * Talent Management
     * Provider Solutions
 * Navigating Risk & Regulations
   * * Navigating risk & regulations
       Learn how to help keep your firm in compliance and protect client assets
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     * * Overview
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     * * Cybersecurity
       * Asset Safety at Schwab
 * Insights & Ideas
   * * Insights & ideas
       Transform your business with unique industry insights that help you
       anticipate trends and create a vision of your firm's future.
       View All
     * * Overview
       * Perspectives
       * Market & Investment Insights
     * * Peer Insights
       * Market Knowledge Tools
       * IMPACT

 * Contact Us
   Interested in Schwab?
   Let us help you explore your options and answer questions about becoming an
   independent advisor with Schwab.
   Contact Us
   Are you a client?
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   information for your Service and Sales Professionals.
   Find your team
   Trouble Logging In?
   Call our Advisor Platform Support team at 800-647-5465

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Advisor Services




MANAGING YOUR BUSINESS

Overview
 * Overview
 * Business Consulting & Education
   * Overview
   * RIA Benchmarking Study
 * Technology Integration
 * Marketing
 * Talent Management
   * Overview
   * RIAConnect Talent Advantage
   * RIA Intern Program
   * RIA Talent Advantage Program
   * Talent Resource Center

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TECHNOLOGY INTEGRATION

Our flexible approach lets you combine our best-in-class proprietary tools with
leading third-party solutions to streamline routine tasks so you can focus on
serving clients. 


DIGITAL TOOLS LED TO GREATER EFFICIENCY

DIGITAL TOOLS LED TO GREATER EFFICIENCY

Hear how data from more than 1,000 advisory firms showed the leap in digital
adoption led to major firm productivity and efficiency gains. Lisa Salvi shares
how Top Performing Firms are more often high adopters of digital tools and
workflows.

Watch the video


LEVERAGE OUR RELATIONSHIPS ACROSS THE TECH INDUSTRY

Our broad, deep integration strategy connects our platform with many leading
third-party technologies, and the number of participants is always growing. With
access to a range of capabilities, we work closely with vendors to ensure
integration is both high-quality and secure—from opening accounts and initiating
client transactions, to accessing real-time custody data—all from within the
interfaces you use every day.

Find your firm's next provider >

See how we integrate >






BROAD RANGE OF INTEGRATION SOLUTIONS

Explore the range of integrations available with Schwab Advisor Center®.

 * API INTEGRATION
   
   End-to-end integration with essential Schwab Advisor Center tools that are
   available to providers and advisory firms who want to develop deep,
   customized experiences.
   
   Learn more
   
 * SINGLE SIGN-ON
   
   Convenient access to Schwab Advisor Center when and where you need it, giving
   you streamlined workflows across the platforms you use.
   
   Learn more
   
 * FLEXIBLE TRADING INTEGRATION
   
   Trade the way you want with integration and support that enables your trades
   and allocations to securely flow from leading order management systems and
   networks to Schwab.
   
   Learn more
   
 * DAILY DATA FILES
   
   Robust, customized data—ready for seamless upload into your key systems to
   keep your firm and service providers informed.
   
   Learn more
   

 * ALREADY A PARTICIPANT
   
   If your firm is an OpenView Gateway participant, log in here to manage your
   integrations.
   
   Log in
 * BECOME A PARTICIPANT
   
   If you represent a technology or service provider who offers tools or
   services to RIA firms, talk to third-party relationship managers about
   integrating with Schwab or listing your products on this site.
   
   Learn more


IS YOUR TECHNOLOGY HOLDING YOU BACK?

Whether you're exploring independence or curious how switching custodians can
make a difference, Schwab Business Development Officers are here to help.

All conversations are confidential. We welcome questions from all advisors—no
matter your background, AUM, or ambition


Contact us


(0921-1WKT, 0822-2M4T)

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



Read about privacy at Schwab at www.schwab.com/privacy.

The above mentioned firms and their employees are not affiliated with or
employees of Schwab unless otherwise noted. They should not be construed as a
recommendation, endorsement of, or sponsorship by Schwab. The views expressed
are those of the third party and are provided for information purposes only.
Experiences expressed are no guarantee of future performance or success and may
not be representative of you or your experience.

For general informational and educational purposes only. Schwab does not provide
investment planning, legal, regulatory, tax, or compliance advice. Consult
professionals in these fields to address your specific circumstances.

Third party trademarks are the property of their respective owners and used with
permission. Third party firms and their employees are not affiliated with or an
employee of Schwab.

Schwab Advisor Services™ provides custody, trading, and the support services of
Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment
advisors and Charles Schwab Investment Management, Inc. ("CSIM"). Independent
investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2023 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.

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 * Going Independent
   * Overview
   * Understanding the Advantages
   * The Support You Need
   * Choosing the Right Path
   * Tools & Resources
 * Why Schwab
   * Overview
   * Solutions for Your Practice
   * Specialized Services
   * Choosing a Custodian
   * Making the Transition
 * Serving Your Clients
   * Overview
   * Account Management & Trading
   * Financial Solutions
   * Resources for Your Clients
 * Managing Your Business
   * Overview
   * Business Consulting & Education
   * Technology Integration
   * Marketing
   * Talent Management
 * Navigating Risk & Regulations
   * Overview
   * Legislative & Regulatory
   * Compliance Insights
   * Cybersecurity
   * Asset Safety at Schwab
 * Insights & Ideas
   * Overview
   * Perspectives
   * Market & Investment Insights
   * Peer Insights
   * Market Knowledge Tools
   * IMPACT

 * Site Map
 * Schwab Alliance
 * Schwab Franchise
 * Schwab.com
 * About Schwab.com
 * Privacy












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