# Schwab Advisor Services API: access, auth, sandbox and MCP

> 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.

- Vendor: Charles Schwab & Co., Inc. (Charles Schwab & Co., Inc.)
- Website: https://advisorservices.schwab.com/
- Category: Custodians (core)
- API access: Partner-gated
- Last checked: 2026-10-17
- Id: `schwab-advisor-services` · JSON: https://wealthtech.dev/products/schwab-advisor-services.json

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Partner-gated | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/user-guides/get-started/introduction) "Upon approval, you'll be able to create your app to begin the development journey." | 2026-10-17 |
| Developer docs | https://developer.schwab.com/user-guides | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/user-guides/get-started/introduction) "Welcome to the Schwab Developer Portal. Here you will find information to support you on your journey towards consuming our suite of products." | 2026-10-17 |
| API style | REST | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/user-guides/apis-and-apps/test-in-sandbox) "Schwab employs RESTful API design, architecture, and Swagger/OpenAPI specification framework to aid development efforts." | 2026-10-17 |
| Authentication | OAuth 2.0 (authorization code) | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/user-guides/get-started/authenticate-with-oauth) "Bearer tokens are used for the OAuth authorization_code Grant Type." | 2026-10-17 |
| 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. [developer.schwab.com](https://developer.schwab.com/) "Review the API Product catalog to find and request access to the APIs that support your use case." | 2026-10-17 |
| Sandbox | Yes, on request | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/user-guides/apis-and-apps/test-in-sandbox) "Sandbox environment provides the ability to test API methods, or HTTP verbs, without touching live Production data." | 2026-10-17 |
| Rate limits | Not found | Not found. Not stated on the portal pages read. Not stated on the portal pages read. | 2026-10-17 |
| Webhooks | Not found | Not found. Not stated on the portal pages read. Not stated on the portal pages read. | 2026-10-17 |
| SDKs | Not found | Not found. Not stated on the portal pages read. Not stated on the portal pages read. | 2026-10-17 |
| OpenAPI spec | Not found | Not found. The sandbox page mentions a Swagger/OpenAPI specification framework and an API Explorer in the portal; no downloadable spec was visible without signing in. The sandbox page mentions a Swagger/OpenAPI specification framework and an API Explorer in the portal; no downloadable spec was visible without signing in. | 2026-10-17 |
| Partner program | Not found | Not found. Not found on the pages read. Not found on the pages read. | 2026-10-17 |
| Public integration list | Not found | Not found. Not found on the pages read. Not found on the pages read. | 2026-10-17 |
| Ways to connect | Native API | Checked on the source's own page. [developer.schwab.com](https://developer.schwab.com/products) "Advisor Services APIs provide custodial data and transactional services to Advisor platforms and strategic RIAs." | 2026-10-17 |

## MCP servers and AI connectors

- [Schwab connector for Claude](https://wealthtech.dev/mcp/schwab-connector): 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.
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Source: https://wealthtech.dev/products/schwab-advisor-services · 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.