Why?

• Easily view your Charles Schwab dashboard in Portfolio View

• Quickly sign in to your Charles Schwab account from Orion Connect

 

 

 

What?

This integration allows you to securely trade, allocate flows, and access account information between Orion and Charles Schwab all in one convenient place in Portfolio View. 

 

Disclaimer: This integration leverages an API connection that provides data metrics close to real-time. Please note that Orion only retrieves data from the last two business days for transactions, document links, and unrealized gain/loss information. While we strive to ensure accurate and timely data, availability may depend on Schwab’s systems and update schedules. Our Integration team welcomes your feedback on additional data or functionality you’d like to see. We are actively working with Schwab to enhance and expand the dashboard experience.

 

 

 

 

 

How?

View the Charles Schwab Dashboard

View your custodial summary, transactions, documents, and realized/unrealized gain loss.

 

• Navigate to Orion Connect
• Click Portfolio View and search for an account
• Click the Custodian tab

 

 

 

SSO to Charles Schwab

Under the custodian tab, to the right of the page click Open in Schwab. A new page opens up to login to Charles Schwab.

 

 

For additional integration information regarding Charles Schwab and Orion, please read Orion's Integration with Charles Schwab User Guide in Orion Support.