To view Schwab Advisor Center client accounts in Koyfin we first need a signed Schwab Data Access Agreement. Once activated you can setup and view Schwab data in Koyfin. Note that only current holdings will be retrieved from Schwab, not the transaction history.
Getting Started: Activation Process
Integrating your Schwab accounts with Koyfin requires you to sign a Data Access Agreement. This must be done within Schwab Advisor Center.
- Login to Schwab Advisor Services: Start by logging into your account on the Schwab Advisor Services platform.
- Navigate to Form Library in Account Management: Once logged in, head to the Account Management section, and then proceed to the Forms Library.
- Initiate Request for Data Access: In the Forms Library, locate the "Request for Data Access Agreement" form. Select 'Submit Request' to move forward.
- Complete the Form (pre dropdown): Select *Other in the dropdown. When asked for the Third-party data recipient and Email, type 'Koyfin, Inc.' and 'help@koyfin.com'
- Comments Section: In the 'Comments' section of the form, include the name and Koyfin email of the Koyfin user who will be accessing the feed. Without this information we may need to confirm your user account via email.
- Electronic Signature: After submitting the form, you will receive a DocuSign request. Promptly electronically sign the form to complete your submission.
- Additional request details: You have the option to add the following fields: Social Security Number/Tax Identification Number, Account Date of Birth, Account .FAM File. Koyfin does not need this information.
If you have any questions or experience delays feel free to reach out to Schwab Advisor Platform Support at +1 - 800-647-5465. Or Koyfin at help@koyfin.com.
Activation Time
Once you have completed the above steps, activation may take up to 4 business days.