Data Access Setup for Third-Party Service Providers
Setting up Schwab data access for Milemarker involves configuring third-party service provider access through Schwab Advisor Services. This process ensures secure data transfer while maintaining compliance with Schwab's security requirements.
What You'll Need
Admin access to Schwab Advisor Services and the ability to authorize third-party data access.
Schwab Interface Reference
Navigation to service provider settings
Third-party access configuration
Data sharing permissions
Confirmation and completion
Setup Process
Access Schwab Advisor Services
Log in to your Schwab Advisor Services portal with admin credentials.
Navigate to Third-Party Access
Find the service provider or third-party data sharing settings.
Authorize Milemarker
Add Milemarker as an authorized service provider for data access.
Confirm Setup
Notify Milemarker once authorization is complete so we can begin the data connection.
Need Detailed Instructions?
Contact the Milemarker team for step-by-step guidance specific to your Schwab Advisor Services account setup. We can walk you through the process or provide screen-share assistance.
Need Help?
If you have any questions or need additional guidance, please contact us.
connect@milemarker.co