Please Note: This integration makes use of Schwab's API, which considers every Person in the PreciseFP Profile a 'Contact', regardless of whether they are a Client/CoClient, Child, or Other Family Member.

Because everyone is considered a 'Contact' when exporting to Schwab, information such as Address and Phone Number are required for everyone, as well.

This is a requirement that PreciseFP must adhere to in order to export data to the Advisor Center.