Schwab Advisor Services API
Charles Schwab & Co., Inc. · Custodians · advisorservices.schwab.com
Partner-gated Last checked Oct 17, 2026
Schwab runs a public developer portal where you register, request access to an API product and wait for approval. Its APIs use OAuth 2.0 authorization code and a sandbox is available per product; Advisor Services API details were not readable without registration.
Developer surface
Open any row to see the page it came from, the exact words on that page and when we checked. "Not found" means we looked on the public pages listed in the note and the fact wasn't there.
| API access | Partner-gated Checked on the source's own page · Oct 17, 2026“Upon approval, you'll be able to create your app to begin the development journey.”
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| Developer docs | developer.schwab.com Checked on the source's own page · Oct 17, 2026“Welcome to the Schwab Developer Portal. Here you will find information to support you on your journey towards consuming our suite of products.”
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| API style | REST Checked on the source's own page · Oct 17, 2026“Schwab employs RESTful API design, architecture, and Swagger/OpenAPI specification framework to aid development efforts.”
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| Authentication | OAuth 2.0 (authorization code) Checked on the source's own page · Oct 17, 2026“Bearer tokens are used for the OAuth authorization_code Grant Type.”
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| How to get access | Register on the developer portal, set up a company profile, then request access to the API product and wait for approval Checked on the source's own page · Oct 17, 2026“Review the API Product catalog to find and request access to the APIs that support your use case.”
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| Sandbox | Yes, on request Checked on the source's own page · Oct 17, 2026“Sandbox environment provides the ability to test API methods, or HTTP verbs, without touching live Production data.”
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| Rate limits | Not found Not found · Oct 17, 2026
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| Webhooks | Not found Not found · Oct 17, 2026
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| SDKs | Not found Not found · Oct 17, 2026
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| OpenAPI spec | Not found Not found · Oct 17, 2026
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| Partner program | Not found Not found · Oct 17, 2026
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| Public integration list | Not found Not found · Oct 17, 2026
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| Ways to connect | Native API Checked on the source's own page · Oct 17, 2026“Advisor Services APIs provide custodial data and transactional services to Advisor platforms and strategic RIAs.”
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MCP servers and AI connectors
- Schwab connector for Claude: Vendor AI connector (not MCP), announced
What the docs don't say
- The public portal lists an Advisor Services API product but its endpoints, scopes and limits are not shown without registering.
- Schwab's own pages read mention no MCP server.
Changes
No changes recorded since this record was first published (Oct 17, 2026). Changes show up here and in the changelog.
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