Track Schwab Advisor Center requests from your systems

What you can build on Schwab Advisor Center

• Get Status items that need action

  Build this

  Reads the Status page on the Activity tab and returns the requests marked Action Needed or not in good order (NIGO), with what each Details section says.

  Takes

  Status (optional), submitted since (optional)

  Returns

  Request, account, client, status, submitted date, details, suggested actions

• Get alerts marked Action Required

  Build this

  Reads the Alerts page and returns each alert designated Action Required, with its Details text.

  Takes

  Nothing

  Returns

  Alert, account, client, date, action required, details

• Check digital onboarding envelopes

  Build this

  Reads the status tracking of your digital onboarding envelopes: which accounts each opens and where the client approvals stand.

  Takes

  Client or household (optional)

  Returns

  Envelope, client, accounts, status, sent date, approvals outstanding

• Answer a Status item with Update Request

  Build this

  Opens one item on the Status page, chooses Update Request, adds your note and the document Schwab asked for, and submits it.

  Takes

  Account, request, note, document

  Returns

  Request, account, status, updated at

Automate Schwab Advisor Center with a workflow

A workflow runs your methods as one process, with nobody at the screen. A schedule or a call from your own system starts it, the steps run in order, and the result arrives in your inbox or in the systems you already use.

• New Action Needed and NIGO items, every morning

  Build this

  Starts

  Every weekday at 7:30

  Step 1

  Get the Status items marked Action Needed or NIGO.

  Step 2

  Keep the items that were not there on the last run.

  Step 3

  Email you the list with account, client, request and the Details text.

• Action Required alerts, posted to your CRM

  Build this

  Starts

  Every weekday at 8:00

  Step 1

  Get the alerts marked Action Required on the Alerts page.

  Step 2

  Keep the alerts that were not there on the last run.

  Step 3

  Post each one, with account, client and the Details text, to your CRM's webhook.

• Weekly list of envelopes still awaiting clients

  Build this

  Starts

  Every Monday at 9:00

  Step 1

  Check the digital onboarding envelopes and their approvals.

  Step 2

  Keep the envelopes with approvals still outstanding.

  Step 3

  Email you one line per envelope, grouped by client, oldest first.

You can run a workflow by hand on every plan, Free included. Schedules and webhook triggers come with the paid plans, from $29 a month.

Once built, one call from your code

Once you have built a method, it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “Get Status items that need action” would look like.

curl https://api.fous.com/v1/runs \
  -H "Authorization: Bearer $FOUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "method": "advisorservices.schwab.com/get_status_items",
    "input": {
      "status": "Action Needed",
      "submitted_since": "2026-11-02"
    }
  }'

{
  "status": "completed",
  "data": {
    "items": [
      {
        "request": "Address change",
        "account": "XXXX-4821",
        "client": "Acme Family Trust",
        "status": "Action Needed",
        "submitted_date": "2026-11-09",
        "details": "The physical address provided cannot be a P.O. box. Provide a residential street address.",
        "suggested_actions": [
          "Open client profile"
        ]
      }
    ],
    "count": 1
  }
}

An example with invented data, not a ready-made endpoint. The method exists in your organization once you build it, and its name, inputs and fields follow your request.

Schwab Advisor Center’s own options

Schwab offers APIs, single sign-on, daily data files and trading integration for Schwab Advisor Center. The APIs run through Schwab OpenView Gateway and reach you inside the third-party platforms in Schwab's integration matrix, so Schwab asks you to check with your provider which features it supports. Daily data files carry close-of-business custody data to you or your service providers.

Read on November 12, 2026: Schwab APIs for advisor technology integration, Schwab daily data files.

Signing in to Schwab Advisor Center

Schwab Advisor Center signs you in at advisorservices.schwab.com with your own credentials and a two-factor authentication code, in Microsoft Edge, Google Chrome or Firefox. With Fous you sign in once through the site's own sign-in with your own account, and the login is sealed with AES-256: code and AI agents never see it.

Worth knowing

Most operations items arrive on Status

Schwab delivers most advisor operations items through the Status page, and moved estate requirements there from Alerts in 2025, one Action Needed notification per inheritor. Watch Status first, Alerts second.

Import Transactions takes 2,000 at once

Import Transactions uploads up to 2,000 transactions from a CSV. For eAuthorization, use Schwab's current templates: checks need Payee Name and Addressee Name, wires need Recipient and Intermediary.

eAuthorization picks the approver for you

For uploaded transactions, Schwab selects an eligible account owner to eAuthorize. You can review that selection on the Import Transactions page.

Data files are close of business

Schwab's daily data files carry close-of-business positions, balances, transactions and profile data. Requests marked Action Needed or NIGO are tracked on the Status page instead.

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