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Schwab + YourStake Data Sync

How to setup a data feed from Schwab to YourStake, and what you'll see when it is complete.

1. How to initiate a Schwab data sync: 

Go 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
 
Screenshot 2023-08-11 at 8.26.21 AM
 
How long will it take?
You should expect to see data within a couple days after everything is signed.
 

2. How will the data show up in YourStake

The following data will be pulled from Schwab 
  • Every Active Account associated with your master account number  
    • Account Number
    • Account Registration (Type)
  • All Holdings within each Account
    • Symbol/CUSIP
    • Cost Basis
    • Open Date
    • Description
    • Quantity
    • Market Value

How will accounts be grouped?

Accounts are grouped by email address as default. That means the two accounts with the email "alex.g.client@example.com" are grouped together in YourStake. If an account is missing an email address, we group by the Taxpayer first, middle, and last name.

How can I see/change the groupings on YourStake?

1. Find and click on the account/client/household on the "People" tab of YourStake

 

2. Click on the "Groups" tab for that account/client/household

 

3. From here, you can make changes to the account grouping

 

Please reach out to support@yourstake.org with any questions