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 Guide1
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.
2
Accept the terms and conditions
Click Agree to accept the integration terms and conditions and enroll via SSO.
3
Login with your Schwab Advisor Center credentials
Enter your Schwab Advisor Center User ID and password, check the Agreement box, and click Subscribe.