{
  "page": "https://wealthtech.dev/products/schwab-advisor-services",
  "title": "Schwab Advisor Services API: access, auth, sandbox and MCP",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/schwab-advisor-services",
    "title": "Schwab Advisor Services API: access, auth, sandbox and MCP",
    "lastChecked": "2026-10-17",
    "id": "schwab-advisor-services",
    "name": "Schwab Advisor Services",
    "vendor": "Charles Schwab & Co., Inc.",
    "website": "https://advisorservices.schwab.com/",
    "category": "custodian",
    "tier": "core",
    "company": "charles-schwab",
    "access": {
      "value": "partner-gated",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.schwab.com/user-guides/get-started/introduction",
      "evidence": "Upon approval, you'll be able to create your app to begin the development journey.",
      "capture": "evidence/schwab-advisor-services/developer-schwab-com-user-guides-get-started-introduction.txt",
      "note": "The developer portal pages are readable; the Advisor Services API product detail is not shown without registering (the product page redirected to the portal home on capture)."
    },
    "docsUrl": {
      "value": "https://developer.schwab.com/user-guides",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.schwab.com/user-guides/get-started/introduction",
      "evidence": "Welcome to the Schwab Developer Portal. Here you will find information to support you on your journey towards consuming our suite of products.",
      "capture": "evidence/schwab-advisor-services/developer-schwab-com-user-guides-get-started-introduction.txt",
      "note": null
    },
    "style": {
      "value": [
        "rest"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.schwab.com/user-guides/apis-and-apps/test-in-sandbox",
      "evidence": "Schwab employs RESTful API design, architecture, and Swagger/OpenAPI specification framework to aid development efforts.",
      "capture": "evidence/schwab-advisor-services/developer-schwab-com-user-guides-apis-and-apps-test-in-sandbox.txt",
      "note": null
    },
    "auth": {
      "value": [
        "oauth2-auth-code"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth",
      "evidence": "Bearer tokens are used for the OAuth authorization_code Grant Type.",
      "capture": "evidence/schwab-advisor-services/developer-schwab-com-user-guides-get-started-authenticate-with-oauth.txt",
      "note": "Applies to the portal's API products generally; Advisor Services-specific terms were not readable."
    },
    "howToGetAccess": {
      "value": "Register on the developer portal, set up a company profile, then request access to the API product and wait for approval",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.schwab.com/",
      "evidence": "Review the API Product catalog to find and request access to the APIs that support your use case.",
      "capture": "evidence/schwab-advisor-services/developer-schwab-com.txt",
      "note": null
    },
    "sandbox": {
      "value": "yes-on-request",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.schwab.com/user-guides/apis-and-apps/test-in-sandbox",
      "evidence": "Sandbox environment provides the ability to test API methods, or HTTP verbs, without touching live Production data.",
      "capture": "evidence/schwab-advisor-services/developer-schwab-com-user-guides-apis-and-apps-test-in-sandbox.txt",
      "note": "Availability depends on the API product; the introduction says some products test in lower environments before 'Promote to Production'."
    },
    "rateLimits": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the portal pages read."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the portal pages read."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the portal pages read."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The sandbox page mentions a Swagger/OpenAPI specification framework and an API Explorer in the portal; no downloadable spec was visible without signing in."
    },
    "partnerProgram": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not found on the pages read."
    },
    "publicIntegrationList": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not found on the pages read."
    },
    "connectionMechanisms": {
      "value": [
        "native-api"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.schwab.com/products",
      "evidence": "Advisor Services APIs provide custodial data and transactional services to Advisor platforms and strategic RIAs.",
      "capture": "evidence/schwab-advisor-services/developer-schwab-com-products.txt",
      "note": null
    },
    "mcp": [
      "schwab-connector"
    ],
    "whatDocsDontSay": [
      "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."
    ],
    "summary": "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.",
    "changelog": [],
    "listed": true,
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}