[Advisors] Charles Schwab Advisor Center
AdvicePay has a single-sign-on (SSO) integration with the Schwab Advisor Center.
Important: Depending on how you log in with your firm, if you use SSO only, this may not be available for use since it does require SSO to Schwab and the use of AdvicePay credentials to connect correctly.
With this integration, you can log in to Schwab directly from your AdvicePay account without providing a username or password!
To connect AdvicePay and your Schwab account:
1. Visit your AdvicePay account and go to the top right dropdown arrow and click on Account Settings, Authorized Integrations tab, find Schwab Advisor Center.
2. Click the Open button to log in to Schwab Advisor Center (SAC)
3. Enter your SAC login credentials and click Log In
4. Enter your Authentication Security Code (this is sent to you in the same manner as when logging into your Schwab account directly) and click Next
Your accounts are now connected! 🎉
To access your SAC account in the future, simply click the Open button for Schwab in your AdvicePay dashboard and enter your Security Code when prompted.