Add a Schwab master account to the Smart Kx data feed. | Scribe

Add a Schwab master account to the Smart Kx data feed.

  • Smart Kx |
  • 0 step |
  • 47 seconds
  • SmartkxSmartkx
**Add Smart Kx to your Schwab Data Feed**\ \ Initiate the request by completing the ‘Request for Data Access Agreement’ on Schwab Advisor Center found on the Forms and Applications page. Filling out the form will generate a DocuSign envelope that both parties sign (please put Lacey Shrum, [admin@smartkx.io](mailto:admin@smartkx.io) as the signer for Smart Kx).
Submitting the Schwab form will create a request and when it is completed by Schwab, you will receive an alert from Docusign in your inbox.
**Add the master account number to Smart Kx**\ \ Navigate to <https://app.smartkx.io/>
Click "Firm"
Under the Custodian menu, click "Add"
Enter the master account number into the ID field
Select "Schwab" as the custodian
Name the master account number for future reference *(optional)*
Click "Save"
Select the new master in the custodian list
Navigate to the accounts tab; accounts on that master will begin to pull through.
Want to make guides like this in seconds? Yes, it's really that fast.
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe