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 |
    • 10 steps |
    • 47 seconds
    1
    **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, [[email protected]](mailto:[email protected]) as the signer for Smart Kx).
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    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.
    2
    **Add the master account number to Smart Kx**\ \ Navigate to <https://app.smartkx.io/>
    3
    Click "Firm"
    4
    Under the Custodian menu, click "Add"
    5
    Enter the master account number into the ID field
    6
    Select "Schwab" as the custodian
    7
    Name the master account number for future reference *(optional)*
    8
    Click "Save"
    9
    Select the new master in the custodian list
    10
    Navigate to the accounts tab; accounts on that master will begin to pull through.