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
    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