This guide helps you connect your Schwab account with YourStake
To initiate a Schwab data sync:
Process Overview
Advisors can initiate the integration process by going to www.schwabadvisorcenter.com > Account Management> Forms Library > Request for Third-Party Data Recipient Access.
Upon submission, Schwab will create and send the Data Access Agreement to all parties via DocuSign for signature.
What You Will Fill Out
Advisor Details (all fields required):
- Advisor Firm Name (as registered at Schwab)
- Name of Authorized Signer
- Email Address of Authorized Signer
- Contact Name for Questions
- Contact Phone Number
- Contact Email Address
- Master Account Number(s) to be Set-Up (8 digit)
Third-Party Data Recipient (all fields required):
- Third-Party Data Recipient - YourStake
- Third-Party Data Recipient's Signer - Patrick Reed
- Email Address of Third-Party Data Recipient Signer - patrick@yourstake.org
How long will it take?
You should expect to see data within a couple weeks after submitting the form, and a couple days after everything is signed.
If my data hasn't yet arrived, what should I do?
Please contact us at support@yourstake.org. We can follow up with the custodian directly to troubleshoot what is missing.