Enabling Schwab OpenView Gateway

The Schwab OpenView Gateway integration must be enabled per User in AE CRM. Repeat the following process for each User that wants to use the integration:

1. Navigate to User > View Profile > User Preferences.
2. Click Edit.
3. Select the checkbox on the Schwab Advisor Center line.
4. Click Authorize further down on the AdvisorEngine's Schwab Advisor Center API integration line. A new window or tab will open to enter your Schwab credentials.
5. Enter your Schwab Advisor Center Username and Password. Click Continue.
6. Acknowledge and agree to the terms and conditions and use agreement.
7. Once you return to the User Preferences page, click Save.

Matching Accounts to Records

1. Navigate to Import > SAC Account - Record Matching.
2. A list of accounts not assigned to a CRM Record will display.
1. Using the checkboxes, select all the accounts belonging to a single Record in the upper Grid.
2. Search for and select the matching Record in the lower Grid.
3. Click OK in the pop-up to confirm the match.
4. Repeat the process until all accounts have been matched.

The above process will need to be performed for any new accounts whenever they are added to Schwab.