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Schwab Advisor Services

Charles Schwab · advisorservices.schwab.com

Claude

Less time searching. More time focused on your clients. For professional use only.

Open in Claude Marketplace

How to connect Schwab Advisor Services to Claude

  1. Open the Claude Marketplace listing and check the clients it supports.
  2. In Claude, open Customize → Connectors or use the option in the marketplace listing. Sign in to the service if prompted.
  3. Check that Schwab Advisor Services is available in your conversation before asking Claude to use it.
Official Claude setup guide

How to use Schwab Advisor Services

Tools listed by the marketplace

  • schwab-as-diagnostic-ping
  • schwab-as-get-account-holders
  • schwab-as-get-balances-detail
  • schwab-as-get-move-money-activities
  • schwab-as-get-object-status-events
  • schwab-as-get-positions-detail
  • schwab-as-get-standing-authorization-detail
  • schwab-as-get-statuses
  • schwab-as-get-tax-withholding-elections
  • schwab-as-get-transaction-detail
  • schwab-as-list-account-owners
  • schwab-as-list-accounts

Schwab Advisor Services on Claude Marketplace

Listing checked

Frequently asked questions

Why can’t Claude use Schwab Advisor Services?

Check that the connector is enabled in the current client and that the connected account can access the resource. In a managed workspace, check whether an administrator must enable it.