Activate Single Sign-On (SSO) from Addepar to Schwab Advisor Center to seamlessly view accounts and securities, transfer cash, submit fees, and more.
Last updated: 01-25-2023
Access a broad range of custodial data
Required Access Level
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 Guide
Launch 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.