contact our support team either by phone at 800-206-5030 opt. 3 then opt. 2 or via email at support@redtailtechnology.com and request that we enable the Schwab Portfolio Center integration for you.
Be sure that you are able to provide the database owner's name when you're making this request.
You are able to export data from (SPC) Schwab Portfolio Center and upload the account data into Redtail.
After we've enabled this on our end, you can begin uploading to Redtail on the following day.
Have a database admin enable the SPC integration within your CRM. Instructions for doing so can be found here.
Instructions for exporting your data from PortfolioCenter are attached here.
After clicking "Upload Portfolio Center file" here, you can then browse for the file you've created and saved from Portfolio Center to select it for upload. It typically takes 3 - 4 hours for the file you've uploaded to be reflected in your Unlinked Accounts.