Charles Schwab Institutional

Advisor 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: Email [email protected] to request feed setup.

Required information

Email Subject	"Charles Schwab Institutional - SFTP - Feed Setup Request - Advisory Firm (Technology Platform Provider)"
Requesting Advisor	The first and last name of the advisor requesting the feed setup.
Requesting Advisor Email Address	The email address of the advisor requesting the setup.
Advisory Firm	The firm the requesting advisor is associated with.
Technology Platform Provider	The platform receiving data via ByAllAccounts on behalf of the advisor. This could be a portfolio management platform, financial planning software, CRM, etc. It might also be referenced as third party partner or redistributor.
Schwab Master Account Number(s)	A unique identifier that allows ByAllAccounts identify which accounts should be associated with a given user.
Schwab SalesForce Case Number	(Optional) A reference number necessary for escalating issues with FI authorization to Schwab Advisor Platform Support.
ByAllAccounts User Email Address	The email address for the BAA user who will use the feed credentials to aggregate accounts after setup. This email will receive the feed password in step 4.

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.

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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