# Custodians: API access, sandboxes and MCP servers

Firms that hold client assets and send account data to advisor software.

Of 4 products here: 1 docs open, keys gated, 3 partner-gated.

| Product | API access | Auth | Sandbox | OpenAPI | Checked |
|---|---|---|---|---|---|
| [Altruist](https://wealthtech.dev/products/altruist) | Open docs, keys by approval | OAuth 2.0 (authorization code) | Yes, on request | Not found | 2026-10-17 |
| [BNY Pershing Wove](https://wealthtech.dev/products/pershing-wove) | Partner-gated | Partner credentials | Not found | Not found | 2026-10-17 |
| [Fidelity Wealthscape Integration Xchange](https://wealthtech.dev/products/fidelity-integration-xchange) | Partner-gated | Not found | Not found | Not found | 2026-10-17 |
| [Schwab Advisor Services](https://wealthtech.dev/products/schwab-advisor-services) | Partner-gated | OAuth 2.0 (authorization code) | Yes, on request | Not found | 2026-10-17 |
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