Information about how to get started using the integration capabilities between the Fi360 Toolkit and Schwab Advisor Services.
I am an advisor with Schwab Advisor Services, what will this integration allow me to do?
The integration simplifies the client creation process allowing you to quickly start using the Client Cabinet functionality to generate reports, investment policy statements and more
1) Easily create clients in the Toolkit
- Automatically create client basic information in the Client Cabinet
- Automatically populate your clients' holdings and dollar values
2) Automatically update investment dollar values for each client
How do I get started using this integration?
NEW TOOLKIT USERS:
To gain access to the Fi360 Toolkit, please request a free trial at the following link, then follow the steps in the rest of this document:
EXISTING TOOLKIT USERS:
If you are already a Toolkit user, please login and follow the instructions below to utilize the integration.
1) Access www.fi360.com in your web browser and select LOGIN
Enter email address and password to sign in
2) Select My Clients (or any Quick Link) to access the Toolkit
3) Select Integration Partners: Settings>User Settings>Integration Partners
4) Add integration partner
5. Select link to open the Advisor Third Party Acknowledgement Letter.
6) Complete and fax to the Schwab TCS Operations at 877-242-2772.
7) Please send a PDF copy of the completed Advisor Third Party Acknowledgement Letter to email@example.com.
8) Select Integration Partner, enter Master Account Number , select Add
Ensure your Master Account Number is entered correctly so that we can track your request. If you have more than one ID, you must repeat this process within Fi360.
The status will now read as "Pending" until Fi360 and Schwab TCS Operations have authorized the data for use in the Toolkit.
9) After the status is changed to “Approved”, you will be able to use the integration features