Integrations ยท
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.
By FinDash Team
Overview
FinDash supports a Schwab SFTP linkage path for advisory firms that want Schwab custodial account data connected into FinDash.
Once enabled, Schwab-delivered account data can be mapped to FinDash clients and used across investment visibility, net worth reporting, account review, and advisor workflow surfaces.
Setup path
Firms can start from Schwab Advisor Center, go to Account Management and Forms Library, search for the Request for Data Access Agreement, and select FinDash, Inc. as the service provider.
Schwab typically sends the DocuSign authorization after the request is submitted. FinDash then completes setup and helps the firm register the Schwab master account used for mapping.
Highlights
- Request Schwab Data Delivery access for FinDash from Schwab Advisor Center.
- Use secure SFTP delivery for Schwab custodial account data.
- Map Schwab accounts to FinDash clients from Firm Settings.
- Support investment, net worth, and advisor reporting workflows after activation.
See FinDash for advisors