The Schwab OpenView Gateway® Integration is currently configured to allow Schwab Advisor Center® Firm Security Administrator Users to opt-in to the Persisted Data Feed. Schwab Advisor Center Users who are not Firm Security Administrators can be granted Access Gateway Data Delivery permissions in order to opt-in to the data feed.
If the Firm Security Administrator user has a one-time-password token delivered to them via an authenticator device, they will need to re-enter the new password given from the token every day for their Schwab Advisor Center® user before the feed begins to process at 9am PT. We DO NOT recommend using one of these one-time-password Schwab Advisor Center users to opt-in to the account feed. Instead, we recommend that a new Schwab Advisor Center user with the correct permissions is created so that you may use it to opt-in to the data feed.
Instructions from the Schwab team for creating a user without a password requiring a token device can be found below:
Questions about setting up the integration in Redtail CRM and fed-in data can be answered by the Redtail Support team at 800-206-5030, option 3.
Questions about configuring your user's permissions, roles, and security within in Schwab Advisor Center can be directed to the Schwab support team at (800) 647-5465.