Custody & clearing
Schwab Advisor Center for Claude
Published by Charles Schwab
Schwab Advisor Services' official connector for the independent RIAs it custodies, bringing custodial data into Claude. No published endpoint or tool list yet; confirm eligibility with your Schwab team.
Remote
OAuth
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Client households
Drives: Client Value
What you approve
- 1.Confirm eligibility with your Schwab Advisor Services team.
- 2.Sign in with your Schwab Advisor Center credentials at the OAuth consent screen.
How your agent connects it
- 1.Add the Schwab Advisor Center connector to your assistant once enabled.
- 2.Ask the agent for custodied AUM and account or household counts.
Figures, not records
Your agent reads Schwab Advisor Center for Claude directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.