Schwab Portfolio Center

Redtail offers the capability to upload your account data from Schwab Portfolio Center. In order for this capability to be enabled, you will first need to contact our support team either by phone at 800-206-5030 opt. 3 then opt. 2 or via email at and request that we enable this for you. We just need the database owner's name when you're making this request.

After we've enabled this on our end, you can begin uploading to Redtail on the following day. Instructions for exporting your data from Portfolio Center can be found here.  The link for uploading this data into Redtail can be found within the Integrations menu in your bottom navigation bar.  It typically takes 3 - 4 hours for the file you've uploaded to be reflected in your Unlinked Accounts.

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