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AdvisorEngine integrates with Charles Schwab Trust Bank, expanding data connectivity for its wealth management platform

New York, March 13, 2024 –

Advisory firms on AdvisorEngine platform gain broader access to key portfolio data

AdvisorEngine®, the financial experience company, continues to broaden its data connectivity capabilities through integrations with key institutional partners.

AdvisorEngine announced today its integration with Charles Schwab Trust Bank, providing its wealth management platform the ability to digitally serve advisory firms with client accounts at the bank.

Charles Schwab Trust Bank is a fiduciary-oriented bank that provides trust and custody services to more than 20,000 employee benefit plans, many of which are 401(k) plans managed by registered investment advisors who provide investment fiduciary services.

 The direct feed brings in comprehensive portfolio data across numerous points used by advisory firms to manage client accounts, including daily positions and transactions, realized gain/loss data, required minimum distributions and account demographics.

This integration is the latest in a series completed by AdvisorEngine with the Charles Schwab Corporation. In January, AdvisorEngine also announced an integration with Schwab Advisor Services’ new Schwab iRebal platform and expanded digital onboarding capabilities for advisory firms with Schwab clients.

“Our relationship with Charles Schwab is built on true collaboration,” said AdvisorEngine CEO Rich Cancro. “This new integration with Charles Schwab Trust Bank provides more depth of service for clients on our wealth management platform.” 

Integrating with Charles Schwab Trust Bank adds to AdvisorEngine’s established feeds with major custodians, insurers and financial services data providers. 

“We are committed to deepening our connectivity with important industry partners such as Charles Schwab,” said AdvisorEngine Chief Operating Officer Craig Ramsey. “Our clients reap the benefits of technology that operates on trustworthy and secure data.”


Michael Pendergrass, senior relationship manager for third-party solutions at Schwab, detailed AdvisorEngine’s newest capabilities with Schwab Advisor Services. For more: https://www.advisorengine.com/advisorengine-schwab-partnership


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