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What connects to Schwab

Software that connects to Schwab

24 of the 77 tools we list name a connection to Schwab on their own site: 13 advisor CRMs, 7 planning tools and 4 AI tools. Here is which way data moves for each, and where we read it.

Which way data moves, as each tool describes it

Sends data to SchwabTakes data from SchwabTwo-way, in the vendor's words

Send data to Schwab (1)

Practifi
Schwab24 tools connect

Take data from Schwab (13)

AdvisorCRMRedtailWealthboxMoneytreeJumpRightCapitalSlantIncome LabMoneyGuideAdvisors AssistantAdvisorEngineFinDashSmartOffice
Data in and out (2)
AdvyzonEnvestnet Tamarac
Direction not stated (3)
QuivrWealthYCogniCor
Named only (5)
Arcons TechnologyeMoney AdvisorNaviPlanPitCrewTandems

The rule: every tool we list that names a live connection to Schwab, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

CRMs that connect to Schwab

13
ToolWhat the tool says the connection doesWhere we read itWhat one person pays a month (our sum)
Takes data from Schwab
Recorded as "Charles Schwab"
  • Data in: account data and alerts
  • Single sign-on
Checked on the vendor's site · Oct 6AdvisorCRM integrations page
 Free for one person
Custodial Alerts need: $59 a month for one person on the Workflows & AI plan.
Connection cost: Custodian integration is listed on the free Core CRM plan, and each higher plan includes everything in the plan below it.
Checked on the vendor's site · Oct 6AdvisorCRM pricing page
Cost of custodial alerts: Custodial alerts come only from the $59-a-month Workflows & AI plan up, not on the free Core CRM plan.
Checked on the vendor's site · Oct 6AdvisorCRM pricing page
Note: The free Core CRM lists "Custodian Integration". Custodial alerts are listed under the $59 Workflows & AI plan.
Takes data from Schwab
Recorded as "Schwab Advisor Center"
  • Data in: account data fed daily; holdings refreshable on demand
  • Single sign-on
Checked on the vendor's site · Oct 6Redtail support article: Schwab Advisor Center Account Feed
 $39 a month for one person
Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch.
Checked on the vendor's site · Oct 6Redtail pricing page
Takes data from Schwab
  • Data in: account details, positions and transactions
  • Single sign-on
Checked on the vendor's site · Oct 6Wealthbox integrations page
 $59 a month for one person
Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
Sends data to Schwab
Recorded as "Schwab (OpenView Gateway)"
  • Data out: account opening, with client details pre-filled
Checked on the vendor's site · Oct 6Practifi help centre: Using the Schwab (OpenView Gateway) App Integration
 $135 a month for one person
Connection cost: On Practifi Naya, open APIs and purpose-built wealth-tech integrations come at no additional cost; Practifi's Sentir pages say nothing about connection costs.
Checked on the vendor's site · Oct 6Practifi Naya product page
Takes data from Schwab
Recorded as "Charles Schwab"
  • Data in: Schwab account data
Checked on the vendor's site · Oct 6Slant docs: release Charles Schwab data to Slant
 $150 a month for one person
Connection cost: not stated on the Slant pages we read (Oct 7).
Takes data from Schwab
Recorded as "Charles Schwab"
  • Data in: investment transaction downloads
Checked on the vendor's site · Oct 6Advisors Assistant integrations page
With this connection: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum)
Cheapest plan without it: $52 a month for one person
Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
Note: Custodian downloads are not in the $52 Core CRM or the $94 Insurance Policy Tracking package. Investment position downloads come with the Investment Tracking ($94), Full Account Tracking ($105) and Agency Management ($137) packages, and transaction downloads are a $95 add-on to those. The integrations page also still lists TD Ameritrade, whose last accounts Schwab moved over in May 2024, so parts of that list may be out of date.
Takes data from Schwab
Recorded as "Charles Schwab (Schwab Advisor Center)"
  • Data in: Schwab Advisor Center client data
  • Data in: real-time Schwab alerts with status updates
  • Direction not stated: account opening
  • Direction not stated: account maintenance workflows
  • Single sign-on
Checked on the vendor's site · Oct 6AdvisorEngine press release on the Schwab Advisor Center integrationAlso: AdvisorEngine: Schwab partnership pageThe source is from Apr 19, 2021; ask whether it still works this way.
 $207 a month for one person
The plan has a 3-user minimum
Connection cost: not stated on the AdvisorEngine pages we read (Oct 7).
Note: AdvisorEngine's integrations page still lists a TD Ameritrade integration. Schwab moved the last TD Ameritrade accounts over in May 2024, so parts of that list may be out of date.
Data moves with Schwab; the vendor doesn't say which way
Recorded as "Charles Schwab"
  • Direction not stated: custodial data sync
Checked on the vendor's site · Oct 6Quivr integrations page (custom-engineered integrations)
 $250 a month for one person
Connection cost: not stated on the Quivr pages we read (Oct 7).
Data moves with Schwab; the vendor doesn't say which way
Recorded as "Charles Schwab"
  • Direction not stated: custodian data: accounts, holdings and transactions
Checked on the vendor's site · Oct 6WealthY homepage (integrations list)
With this connection: from $449 a month for one person on the Pro + Custodian plan (a starting figure, with a $5,000 setup to start)
Cheapest plan without it: $129 a month for one person
Connection cost: The pricing grid marks custodian data feeds on the Pro + Custodian tier only. That tier's price is a starting figure: the final quote depends on how many custodians are connected, with a $5,000 setup to start.
Checked on the vendor's site · Oct 6WealthY pricing page
Connection cost: Custodian data feeds include 100 accounts per advisor; each account beyond that costs $2 a month.
Checked on the vendor's site · Oct 6WealthY pricing page
Takes data from and sends data to Schwab
Recorded as "Charles Schwab (Schwab Advisor Center)"
  • Data in: account alerts, research, tax forms and statements
  • Direction not stated: digital account opening
  • Data out: fee files, generated and submitted
  • Single sign-on
Checked on the vendor's site · Oct 6Advyzon integrations page
 No price found
Connection cost: Advyzon publishes no pricing for us to read.
Names Schwab, with no detail
Recorded as "Charles Schwab"
  • Listed on the vendor's site, with no detail on what moves
Checked on the vendor's site · Oct 6Arcons partner integration page (custodian partner logos)
 No price found
Connection cost: Arcons Technology publishes no pricing for us to read.
Sends data to Schwab
Recorded as "Schwab (Schwab Advisor Center)"
  • Data out: CRM contact details for digital account opening
  • Data out: Schwab service requests: forms, applications, documents (CRM)
  • Direction not stated: beneficiary designations incl. Trust, Estate, Organization roles (CRM)
  • Single sign-on
Takes data from Schwab
Recorded as "Schwab Advisor Center (alerts)"
  • Data in: Schwab Advisor Center alerts and statuses, synced to account records
Checked on the vendor's site · Oct 6Envestnet Tamarac platform release notesAlso: Envestnet | Tamarac release notes: Schwab service requests from Tamarac CRM; Envestnet press release: Tamarac CRM and Schwab beneficiariesChecked on the vendor's site · Oct 6Envestnet | Tamarac year-end release (December 2025)
 No price found
Connection cost: Envestnet Tamarac publishes no pricing for us to read.
Takes data from Schwab
Recorded as "Charles Schwab"
  • Data in: account and position downloads
Checked on the vendor's site · Oct 6SmartOffice partners page
 No price found
Connection cost: SmartOffice publishes no pricing for us to read.

Planning tools that connect to Schwab

7
ToolWhat the tool says the connection doesWhere we read itWhat one person pays a month (our sum)
Takes data from Schwab
  • Data in: assets
Checked on the vendor's site · Oct 6Moneytree help centre: Release Notes V2.5.0
 $99.58 a month for one person
Connection cost: not stated on the Moneytree pages we read (Oct 7).
Takes data from Schwab
Recorded as "Charles Schwab"
  • Data in: position-level account data
Checked on the vendor's site · Oct 6RightCapital help centre: Charles Schwab integration
 $149.95 a month for one person
Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up.
Checked on the vendor's site · Oct 6RightCapital pricing page
Takes data from Schwab
Recorded as "Charles Schwab"
  • Data in: household and account data
Checked on the vendor's site · Oct 6Income Lab help centre: Charles Schwab integration
 $165.83 a month for one person
Connection cost: Schwab, Fidelity and Orion integrations are listed on the Core plan, and Pro includes everything in Core.
Checked on the vendor's site · Oct 6Income Lab pricing page
Takes data from Schwab
Recorded as "Schwab (OpenView Gateway)"
  • Data in: account-level balances and positions with cost basis, in real time
Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)
 $166.67 a month for one person
Connection cost: MoneyGuide says the Schwab OpenView Gateway integration sets up with no downloading or additional costs.
Checked on the vendor's site · Oct 6MoneyGuide integration partners page (Schwab panel)
Takes data from Schwab
Recorded as "Charles Schwab"
  • Data in: account details, positions and holdings, transactions, cost basis and gain/loss data
Checked on the vendor's site · Oct 6FinDash help centre: Schwab Custodial
 $239.20 a month for one person
The plan has a 2-user minimum
Connection cost: FinDash sells one workspace at one price ($299 a month for 2 seats on monthly billing), and the plan lists custodial feeds among what it includes.
Checked on the vendor's site · Oct 6FinDash pricing page
Names Schwab, with no detail
Recorded as "Charles Schwab"
  • Listed on the vendor's site, with no detail on what moves
Checked on the vendor's site · Oct 6eMoney integrations page (logo)
 No price found
Connection cost: eMoney Advisor publishes no pricing for us to read.
Names Schwab, with no detail
Recorded as "Schwab OpenView Gateway"
  • Listed on the vendor's site, with no detail on what moves
Checked on the vendor's site · Oct 6NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given)
 No price found
Connection cost: NaviPlan publishes no pricing for us to read.

AI tools that connect to Schwab

4
ToolWhat the tool says the connection doesWhere we read itWhat one person pays a month (our sum)
Takes data from Schwab
  • Data in: custodian account data, alerts and service updates for pre-meeting prep
Checked on the vendor's site · Oct 13Jump integrations page
 $100 a month for one person
Connection cost: not checked yet.
Data moves with Schwab; the vendor doesn't say which way
  • Direction not stated: custodial status: NIGO, transfer and account opening
Checked on the vendor's site · Oct 13CogniCor integrations page
 No price found
Connection cost: not checked yet.
Names Schwab, with no detail
  • Listed on the vendor's site, with no detail on what moves
Names Schwab, with no detail
Recorded as "iRebal (Schwab)"
  • Listed on the vendor's site, with no detail on what moves
Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)
 No price found
Connection cost: not checked yet.
Names Schwab, with no detail
  • Listed on the vendor's site, with no detail on what moves
Checked on the vendor's site · Oct 13Tandems homepage
 No price found
Connection cost: not checked yet.

Before you rely on a connection

Other systems with a page

Wealthbox (23)Redtail (22)Orion (21)Black Diamond (17)Fidelity (15)MoneyGuide (14)Pershing (14)eMoney Advisor (12)Nitrogen (12)PreciseFP (12)Addepar (11)Tamarac (10)Altruist (9)Holistiplan (8)Practifi (8)RightCapital (8)Advyzon (6)Jump (5)Zocks (5)