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.

    Last updated: 10-23-2023

    Seamless experience

    • Pre-built configurations and one-click authentication combine Addepar’s data with Schwab Advisor Center’s account administration capabilities.

    Access a broad range of custodial data

    • View trade details, account balances, and the latest security research without logging into multiple portals.

    Streamlined workflows

    • Save time by initiating money movements and submitting management fees for Schwab accounts directly from Addepar.