Custodians
Firms that hold client assets and send account data to advisor software. Of 4 products here: 1 docs open, keys gated, 3 partner-gated.
1 of them have an MCP server or AI connector on record: Schwab Advisor Services.
| Product | API access | Auth | Sandbox | OpenAPI | Checked |
|---|---|---|---|---|---|
| Altruist Altruist | Open docs, keys by approval | OAuth 2.0 (authorization code) | Yes, on request | Not found | Oct 17, 2026 |
| BNY Pershing Wove BNY Pershing | Partner-gated | Partner credentials | Not found | Not found | Oct 17, 2026 |
| Fidelity Wealthscape Integration Xchange Fidelity Investments | Partner-gated | Not found | Not found | Not found | Oct 17, 2026 |
| Schwab Advisor Services Charles Schwab & Co., Inc. | Partner-gated | OAuth 2.0 (authorization code) | Yes, on request | Not found | Oct 17, 2026 |
Other categories: Advisor CRM · Financial planning · Portfolio management and reporting · Wealth platforms · Compliance and archiving · Regulatory adviser data · Prospecting data · Account aggregation · Market and reference data