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Financial Accounts

Request Charles Schwab Data Access
Managing Financial Accounts How to Create an AUM Account Request Fidelity Data Access Request Charles Schwab Data Access Improvements to Accounts AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Financial Account Transfers Account Writing Advisors AUM Fees RMD Tracking Automated RMD Update Uploading Financial Accounts and Updating Current Amounts via CSV Download Financial Accounts Automated Production Calculation from Financial Accounts Writing Advisor Commission Modes Orion Auto Link for Unlinked Accounts Replace a Custodian Link on a Financial Account Orion Related Accounts and How Totals Work Exclude Production Split from Commission Calculation Changing an Account Type from AUM to Insurance or Insurance to AUM New: Orion Linking Now Auto-Fills Tax Type and More Set Up Insurance and Annuity Product Commissions Bulk Delete Accounts Orion Transactions on Account Details Production Tracking Only Accounts (AUM) View Assets Across Financial Accounts View and Export Household Accounts from a Contact

Financial Accounts

Managing Financial Accounts How to Create an AUM Account Request Fidelity Data Access Request Charles Schwab Data Access Improvements to Accounts AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Financial Account Transfers Account Writing Advisors AUM Fees RMD Tracking Automated RMD Update Uploading Financial Accounts and Updating Current Amounts via CSV Download Financial Accounts Automated Production Calculation from Financial Accounts Writing Advisor Commission Modes Orion Auto Link for Unlinked Accounts Replace a Custodian Link on a Financial Account Orion Related Accounts and How Totals Work Exclude Production Split from Commission Calculation Changing an Account Type from AUM to Insurance or Insurance to AUM New: Orion Linking Now Auto-Fills Tax Type and More Set Up Insurance and Annuity Product Commissions Bulk Delete Accounts Orion Transactions on Account Details Production Tracking Only Accounts (AUM) View Assets Across Financial Accounts View and Export Household Accounts from a Contact

Request Charles Schwab Data Access

* Page referenced in this article: Integrations.

Bring your Charles Schwab accounts, assets, and transactions into LeadCenter with a daily data feed. Your firm requests the feed from Schwab, and LeadCenter lets you know when Schwab starts sending files.

Please note: Setup usually takes 7 to 10 business days and depends on Schwab granting access on time. Your accounts won't show in LeadCenter until the request is approved.

What You Need

  • Schwab Advisor Center: A login for Schwab Advisor Center.
  • Authorized signer: The person who signs for your firm with Schwab.
  • Master account numbers: Each 8-digit master account number you want to share. Each master account must already hold accounts.

Request the Data Feed

  1. In Schwab Advisor Center, open Account Management, then Forms Library.
  2. Search for Request for Data Access Agreement and click Submit Request.
  3. Enter your firm, the authorized signer, and your master account numbers, separated by commas.
  4. Select LeadCenter as the recipient. If LeadCenter isn't listed, choose Other and enter:
    • Third-party data recipient: LeadCenter
    • Third-party data recipient's signer: LeadCenter
    • Email: support@leadcenter.ai
  5. Submit the form. Schwab emails a DocuSign agreement to your authorized signer and to LeadCenter. Sign your copy, and LeadCenter signs ours.
  6. Email support@leadcenter.ai with the master account numbers you submitted.

After You Submit

We'll email you once Schwab starts sending files. Your accounts, assets, and transactions then appear on the Financial Accounts page and update daily.

To add another master account later, submit a new request and email us the number.

Keep Access Active

Schwab asks firms to review and confirm their third-party data recipients in Schwab Advisor Center once a year. If LeadCenter isn't confirmed, Schwab stops sending your data.

Need Help?

For questions about the Schwab form or access, contact your Schwab relationship manager. For anything in LeadCenter, email support@leadcenter.ai.

Need more help?

If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.