Schwab Advisor Services

Whatever your practice needs, find it faster and with less complexity.

Advisors who custody with Schwab Advisor Services can connect Schwab Advisor Center® information to Claude, making it easier to find answers, prepare for client conversations, and stay on top of business activity.

Ask questions in plain language instead of navigating multiple screens or reviewing accounts one at a time. Spend less time searching and more time focused on advice, client relationships, and growing your practice.

This connector provides read-only access to information available through Schwab Advisor Center, including position details, transaction information, alerts, and more while respecting the user data access permissions established by your firm.

Contact Schwab at 1-800-647-5465 (option 4) to begin the activation process for your firm. Please note: A firm principal will be required to approve your firm’s activation.

AI-generated outputs may be inaccurate or incomplete. You are solely responsible for reviewing and verifying all responses and information.

The Advisor Services connector is not an AI model and does not itself generate advice, recommendations, or responses.

The Advisor Services connector is a connection layer that enables authorized users to retrieve authorized Schwab data for transmission to approved third-party tools and AI services.

Third-party providers and AI tools are independent from Schwab and are not operated, supervised, endorsed, or recommended by Schwab.

Please visit SchwabAdvisorCenter.com for additional disclosures, terms, and information.

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").

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