How to Enable Schwab/Advyzon Integration | Scribe

    How to Enable Schwab/Advyzon Integration

    • 11 Financial |
    • 18 steps |
    • 2 minutes
    1
    Navigate to [https://main.yhlsoft.com/home/v2/apps#/dashboard/dashboard](https://main.yhlsoft.com/home/v2/apps#/dashboard/dashboard)
    2
    Click here.
    3
    Click "Charles Schwab, Fidelity, TD Ameritrade"
    4
    Navigate to this section
    5
    Click here.
    6
    Click this text field.
    7
    Type in your Schwab username
    8
    Click here.
    9
    Click the "Login ID" field.
    10
    Click "Continue"
    11
    Click the "Password" field.
    12
    Click "Log In"
    13
    Click here.
    14
    Click "Continue"
    15
    Click "Accept"
    16
    Click "Done"
    17
    Click "Save"
    18
    Once it shows "Connected", the integration has been established.