Charles Schwab Integration

How to export client data into Charles Schwab Advisor Center for account opening.

Updated over a week ago

To enable this integration click on Settings (circle icon in the lower left) > Integrations > Click on the Charles Schwab button.

Click on Enable this Integration.

A new window will open that will allow you to enter your Charles Schwab Advisor Center credentials. If you have OTP (one time password) enabled, you must enter your password followed by the security token in your OTP mobile app in the password field.

You'll want to make sure your pop-up blocker is disabled.

Once the enrollment is successful, click the "close" button and wait a few seconds for your main PreciseFP window to refresh.

To Export to Charles Schwab Advisor Center

Go to Accounts > Locate your client/prospect account either under Clients, Prospects, or All Accounts and click on their account > click on Export > Choose Charles Schwab.

Choose the contacts you wish to export and click the Export button.

If the export is successful, click the "Open Schwab Advisor Center" button to continue the process.

Keyword: Schwab, Digitial Onboarding,

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