# Schwab connector for Claude: tools, setup, cost

> Schwab and Anthropic announced on September 14, 2026 that RIAs will access Schwab Advisor Center from Claude through an authenticated connection. The connector covers custodial data such as balances, positions, transactions and cost basis; no endpoint was found on a public page. Anthropic's post says advisors choose which partners to connect during the Claude for Financial Advisors plugin's guided setup.

- Kind: Vendor AI connector (not MCP)
- Status: Announced
- First seen: Sep 2026
- Products: [Schwab Advisor Services](https://wealthtech.dev/products/schwab-advisor-services)
- Id: `schwab-connector` · JSON: https://wealthtech.dev/mcp/schwab-connector.json

## Facts

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| Endpoint | Not found | Not found. No endpoint found. claude.com/marketplace/connectors guesses (schwab, charles-schwab) returned 404 and advisorservices.schwab.com does not mention it. The status "announced" here means only that no public endpoint was found. No endpoint found. claude.com/marketplace/connectors guesses (schwab, charles-schwab) returned 404 and advisorservices.schwab.com does not mention it. The status "announced" here means only that no public endpoint was found. | 2026-10-17 |
| Transport | Not found | Not found. Not stated on any page read. Not stated on any page read. | 2026-10-17 |
| Tool count | Not found | Not found. No tool list found. No tool list found. | 2026-10-17 |
| Read or write | Account data: balances, positions, transactions, cost basis, alerts, money-movement status | From a third-party page. [claude.com](https://claude.com/resources/articles/claude-for-financial-advisors) "Charles Schwab connects Claude to Schwab Advisor Services custodial data, including balances, positions, transactions, cost basis, alerts, and money-movement status" | 2026-10-17 |
| Authentication | Authenticated connection to Schwab Advisor Center | Checked on the source's own page. [pressroom.aboutschwab.com](https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-and-Anthropic-to-Bring-Claude-to-Independent-Registered-Investment-Advisors/default.aspx) "RIAs will access Schwab Advisor Center® (SAC.com) from Claude through an authenticated connection" | 2026-10-17 |
| Who turns it on | Chosen by the advisor during the Claude for Financial Advisors plugin's guided setup | From a third-party page. [claude.com](https://claude.com/resources/articles/claude-for-financial-advisors) "advisors choose which of these to connect during guided setup" | 2026-10-17 |
| Price | Not found | Not found. Not stated on any page read. Not stated on any page read. | 2026-10-17 |

## Listings

- https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-and-Anthropic-to-Bring-Claude-to-Independent-Registered-Investment-Advisors/default.aspx: Schwab press release, 2026-09-14 (checked 2026-10-17) "Schwab Advisor Services™ is the first RIA custodian included in Anthropic's new Claude for Financial Advisors"
- https://claude.com/resources/articles/claude-for-financial-advisors: Anthropic announcement (checked 2026-10-17) "Charles Schwab connects Claude to Schwab Advisor Services custodial data"

This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server.
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Source: https://wealthtech.dev/mcp/schwab-connector · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it.