# Track Schwab Advisor Center requests from your systems > Read the Status page, the Alerts page and the status of your digital onboarding envelopes in Schwab Advisor Center with one API call each. A workflow can check Status for new Action Needed and NIGO items every weekday morning and email them to you. Page: https://fous.com/automate/schwab-advisor-center Updated: 2026-11-12 Works with your own Schwab Advisor Center account. Fous is an independent product. ## What you can build on Schwab Advisor Center ### Get Status items that need action 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 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 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 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](/product/workflows) 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 Starts: Every weekday at 7:30 1. Get the Status items marked Action Needed or NIGO. 2. Keep the items that were not there on the last run. 3. Email you the list with account, client, request and the Details text. ### Action Required alerts, posted to your CRM Starts: Every weekday at 8:00 1. Get the alerts marked Action Required on the Alerts page. 2. Keep the alerts that were not there on the last run. 3. Post each one, with account, client and the Details text, to your CRM's webhook. ### Weekly list of envelopes still awaiting clients Starts: Every Monday at 9:00 1. Check the digital onboarding envelopes and their approvals. 2. Keep the envelopes with approvals still outstanding. 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](/product/methods), 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. Example request: ``` 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" } }' ``` Example response: ``` { "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. | Option | What it covers | What it takes | | --- | --- | --- | | Schwab APIs (Schwab OpenView Gateway) | Account opening, money movement, trading, alerts, real-time account information and service requests, inside a connected third-party platform. | A third-party platform that integrates with Schwab. Features vary by provider. | | Daily data files | Close-of-business positions, balances, transactions, pricing and security information, cost basis, and client and account profile information. | You or your service providers choose the files and the delivery method. | | Trading integration | Trades and allocations sent from order management systems and networks to Schwab. | A supported order management system or network. | | Schwab Advisor Center by hand | The Status and Alerts pages, move money with Import Transactions, digital onboarding and the Service Guide. | A Schwab Advisor Center login at a firm that custodies assets at Schwab. | Read on November 12, 2026: [Schwab APIs for advisor technology integration](https://advisorservices.schwab.com/managing-your-business/tech-integration/api-integration), [Schwab daily data files](https://advisorservices.schwab.com/managing-your-business/tech-integration/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. ## More in Finance: wealth and retirement - [LPL ClientWorks](https://fous.com/automate/lpl-clientworks.md) - [NetX360+](https://fous.com/automate/netx360.md) - [Empower Plan Service Center](https://fous.com/automate/empower-plan-service-center.md) - [Fidelity Plan Sponsor WebStation](https://fous.com/automate/fidelity-plan-sponsor-webstation.md) - [Fidelity Wealthscape](https://fous.com/automate/fidelity-wealthscape.md) - [Nest employer account](https://fous.com/automate/nest-employer-account.md) Other industries: [APM Terminals TERMPoint](/automate/apm-terminals-termpoint), [B2クラウド](/automate/yamato-b2-cloud), [Daimler Truck Supplier Portal](/automate/daimler-truck-supplier-portal), [Avinode Marketplace](/automate/avinode-marketplace), [AppFolio Property Manager](/automate/appfolio-property-manager), [Bushel](/automate/bushel). ## Frequently asked questions ### Does Schwab Advisor Center have an API? Yes, through your technology providers. Schwab's APIs run through Schwab OpenView Gateway and connect third-party platforms to Schwab Advisor Center for account opening, money movement, trading, alerts and service requests. Schwab asks you to confirm features with each provider. Daily data files are a separate option. ### Where do I see which requests are not in good order? On the Status page under the Activity tab. Items that need you are marked Action Needed or NIGO, and their Details section now opens with an AI-generated summary and suggested action buttons. You can reply with Update Request, adding documents and text notes. ### Can I get daily positions and balances from Schwab? Yes, as daily data files. Schwab provides close-of-business positions, balances, transactions, pricing, cost basis and client and account profile data, and you or your service providers choose the files and how they are delivered. ### Can I submit many wires or checks at once? Yes. Import Transactions in the move money workflow takes a CSV of up to 2,000 transactions, and clients can eAuthorize the wires and checks you upload. Use Schwab's updated CSV templates, which include the columns eAuthorization needs. ### Is Fous affiliated with Charles Schwab? No. Fous is an independent product. You use it with your own Schwab Advisor Center login, and a method reads and does only what that login can. Fous is an independent product: it is not affiliated with, endorsed by or sponsored by the operator of Schwab Advisor Center (Charles Schwab). The name is used only to say which system this page is about. Something here wrong or out of date? Write to legal@fous.com.