Charles Schwab Institutional - SFTP
FI ID: 98091
Onboarding Instructions
Step 1: Log onto Schwab Advisor Center (SAC) website and visit the Account Management page.
Step 2: Complete the Request for Data Access Agreement form.
Digital form instructions
- Log onto the Schwab Advisor Center (SAC) website
- Go to Account Management forms library and search for "Request for Data Access Agreement"
- Complete the required fields in the form and click Submit Request
- Select “Morningstar ByAllAccounts” as the Third-party data recipient
- Enter "Morningstar ByAllAccounts" as the Third party-party data recipient’s signer
- Enter "[email protected]" as the Third party-party data recipient’s email
Third-party data recipient fields
Step 3: Submit the Feed Setup Form in AccountView.
Product screenshot

Step 4: Once the setup is complete, Schwab will notify ByAllAccounts. ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
ByAllAccounts Password Email Subject | ByAllAccounts/Charles Schwab Institutional - SFTP [ByAllAccounts SalesForce Case Number] |
ByAllAccounts Password Email Sender | [email protected] |
ByAllAccounts SalesForce Case Number | This is the reference number you will have received to track your request after completing step 3. |
Step 5: Enter feed credentials in AccountView and aggregate accounts.
Feed credential details
- Username: Schwab Master Account Number
- Password: Shared by ByAllAccounts via email
- If you have more than one master account number, you need to create multiple credentials. These will share the same password unless noted otherwise.
For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: Linking Accounts and Credentials with Direct Feeds
Updated 19 days ago