
Integrations
Schwab Advisor Center®
Activate Single Sign-On (SSO) from Addepar to Schwab Advisor Center to seamlessly view accounts and securities, transfer cash, submit fees, and more.
Seamless experience |
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Access a broad range of custodial data |
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Streamlined workflows |
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Authentication |
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Capabilities |
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Transmission Type |
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Required Access Level |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration GuideLaunch the integration process
Double-click on an account or security in the asset table. Click View Account in the Details section of the Information Panel.
Accept the terms and conditions
Click Agree to accept the integration terms and conditions and enroll via SSO.
Login with your Schwab Advisor Center credentials
Enter your Schwab Advisor Center User ID and password, check the Agreement box, and click Subscribe.