Integrations · May 29, 2026

Schwab SFTP linkage is available for FinDash

Advisory firms can request Schwab Data Delivery access for FinDash through Schwab Advisor Center, enabling secure SFTP-delivered custodial data for account mapping, net worth, investments, and reporting workflows.

See FinDash for advisors

FinDash

Financial dashboard from clutter to clarity. Track net worth, cash flow, goals, estate planning, and household finances in one clear workspace.

Financial advisors can learn more about the advisor platform at findash.ai/foradvisors.