Why?

• Feed Schwab Advisor Center (SAC) account data into Redtail to refresh values in real-time for visibility, convenience, and reporting in the CRM.

• Single-Sign-On access to quickly login to Schwab Advisor Center, directly from Redtail CRM.

 

What?

• Daily accounts feed and single-sign-on access for Schwab Advisor Center

• This integration feeds accounts from Schwab Advisor Center daily. It also allows you to manually refresh account holdings as needed. If a client is in the office with you, refresh the account to bring its holdings received at market close to its current price and quantity!

 

How?

• Review the instructions to enable the integration in your database:
  Schwab Advisor Center Enrollment and Opt-in for Daily Persisted Data Feed
  

 

IMPORTANT SETUP NOTES

• The enrollment into the persisted data delivery feed MUST be completed by a Schwab Advisor Center Firm Security Administrator (FSA) user or a user who has been granted the Access Gateway Data Delivery Security Function in SAC, as outlined by Schwab here:
  Configuring Schwab Advisor Center Logins for use with Schwab OpenView Gateway

 

• Once the persisted data has been fed into your database and is linked up to Contact Records, refresh the holdings in an individual account on demand:
  Schwab Advisor Center Real-time Account Positions Refresh

 

• Here's a more general account management overview if you're not already familiar with working with Contact Records and their accounts within Redtail CRM:
  Schwab Advisor Center Persisted Account Data Management

 

 

 

 

For accounts feeding in from another aggregator

If you have existing account feeds and you see unlinked accounts populated from your Schwab integration, do NOT run autolink before reading the following:

 

• If you have another aggregator or custodian that is not Schwab but is feeding in Schwab accounts, you will want to have those accounts suppressed by that aggregator (eg. Albridge).
  
  
• Once those fed-in values are suppressed, our support technicians can work with you to link existing accounts in your CRM to the new data feed from Schwab Advisor Center®.
  
  
• Failing to complete this step may result in duplicate accounts: one from the Schwab Advisor Center® integration and the other from the existing aggregator.
  
  
• Read more about manually linking accounts here or contact our support team for further assistance with manual linking:
  Account Management

 

Support Information
Email: support@redtailtechnology.com
Phone: 800-206-5030, option 3.
Redtail Support Portal