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Schwab PortfolioCenter

Integration Name:

Schwab Portfolio Center 

Integration Type:

Account Feed

Setting up the integration: 

  1. 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.
  1. Be sure that you are able to provide the database owner's name when you're making this request.

Integration functionality:

You are able to export data from (SPC) Schwab Portfolio Center and upload the account data into Redtail.

How to have your data brought in:

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.

The link for uploading this data into Redtail can be found within the Integrations menu in your Top Right navigation bar.  After selecting Schwab Portfolio Center from that menu, you'll see the below:

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.

Schwab resources:

SPC helpdesk 

SPC Website

SPC Videos  

If you are looking for other Data Feeds, click here!

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