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How can I migrate data from Schwab Advisor?

Team Wealthbox
Team Wealthbox
  • Updated

To transfer your list of clients from Schwab Advisor Center:

  1. Login to Schwab Advisor Center

  2. Select the Master Account to export

  3. Click Profiles

  4. Click Export -> All Columns

  5. Browse to the file download location

Note: By selecting All Columns you will export all available data points rather than the view configuration that is set up on Schwab Advisor Center for the firm/user.

 

 

 

If you need assistance, please contact Schwab Advisor Platform Support at 800-647-5465, and choose option 2. Be sure to request the inclusion of all demographic information, including SSNs, to ensure seamless synchronization with the Schwab integration feed.

 

Once you have your client file downloaded, you can reach out to migrate@wealthbox.com to schedule your migration with our Data Migration team OR follow these instructions to import on your own.