Charles Schwab Custody Platform Integration User Guide

Information about how to get started using the integration capabilities between the Fi360 Toolkit and Charles Schwab Custody Platform

 

I use the Charles Schwab Custody platform, 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, then follow the steps in the rest of this document:

http://www.fi360.com/products-services/tools-overview/toolkit-for-advisors

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 Release of Information form 

 

6) Complete and send ROI form to Charles Schwab (RBSClientExperience@Schwab.com)

ROI form can be found here

 

 

7) Select Integration Partner, enter RepCode, select Add

 

 

8) After the status is changed to “Approved”, you will be able to use the integration features

 

Reference "Establishing Integration Features in the Toolkit" to learn how to use the integration features, once approved.

 

“Charles Schwab, Inc. and Fi360, Inc. are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Custody Platform’ is an indication of programming compatibility. It does not imply any Charles Schwab, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Fi360’s products or services. Charles Schwab is not responsible for information, opinions or services provided by Fi360. Brokerage services provided exclusively by Charles Schwab, Inc., member FINRA/SIPC. Veo is a trademark of Charles Schwab, Inc. Charles Schwab is a trademark jointly owned by Charles Schwab Company, Inc. Used with permission. All rights reserved.”

Attachments

Have more questions? Submit a request