To view Schwab Advisor Center client accounts in Koyfin we first need a signed Schwab Data Access Agreement. Once activated you can setup and view Schwab data in Koyfin. Note that only current holdings will be retrieved from Schwab, not the transaction history.

Note: Custodian integrations are available on the Advisor Core plan. Connecting more than one custodian is available on the Advisor Pro plan.

Getting Started: Activation Process

Integrating your Schwab accounts with Koyfin requires you to sign a Data Access Agreement. This must be done within Schwab Advisor Center.

1. Login to Schwab Advisor Services: Start by logging into your account on the Schwab Advisor Services platform.
2. Navigate to Form Library in Account Management: Once logged in, head to the Account Management section, and then proceed to the Forms Library.
3. Initiate Request for Data Access: In the Forms Library, locate the "Request for Data Access Agreement" form. Select 'Submit Request' to move forward.
4. Complete the Form (pre dropdown): Select *Other in the dropdown. When asked for the Third-party data recipient and Email, type 'Koyfin, Inc.' and 'help@koyfin.com'

1. Comments Section: In the 'Comments' section of the form, include the name and Koyfin email of the Koyfin user who will be accessing the feed. Without this information we may need to confirm your user account via email.
2. Electronic Signature: After submitting the form, you will receive a DocuSign request. Promptly electronically sign the form to complete your submission.
3. Additional request details: You have the option to add the following fields: Social Security Number/Tax Identification Number, Account Date of Birth, Account .FAM File. Koyfin does not need this information.

If you have any questions or experience delays feel free to reach out to Schwab Advisor Platform Support at +1 - 800-647-5465. Or Koyfin at help@koyfin.com.

Activation Time

Once you have completed the above steps, activation may take up to 4 business days.

After Connecting

Once the connection is verified, Koyfin automatically pulls all your accounts from Schwab at the next scheduled overnight sync.

Your accounts will appear in Client Portfolios with the following defaults:

• Each account is created as an individual portfolio, named after the account in Schwab.
• The Source column shows which integration the account came from.
• All imported accounts are placed under No Household.

Any new accounts added on the Schwab side will also be pulled in automatically during the next sync.

Organizing Your Accounts

• Moving a single item: In Client Portfolios, hover over the account or portfolio you want to move, click the ⋯ menu, and select Move to.
• Moving multiple items at once: Select the checkboxes next to the accounts or portfolios you want to move, click Bulk Actions above the table, and select Move to. In the modal that appears, choose an existing household or portfolio, or create a new one.

You can move accounts into portfolios, and portfolios into households. When moving in bulk, you can only move items of the same type in a single action.

Any structure you set up is preserved automatically. Overnight updates and new accounts coming in from Schwab will not change your existing organization.

Data Updates and Manual Sync

Account holdings and positions are updated automatically overnight with the latest data from Schwab.

To refresh an account during the day, you can trigger a manual sync in two ways:

• From the Client Portfolios page, hover over the account, click the ⋯ menu, and select Sync Account.

• Or open the account and click the Sync Account button in the top bar.

After syncing, the Last Updated column will reflect the latest refresh time.

Note: Integrated accounts are read-only to ensure data stays consistent with Schwab. You can duplicate an account to create an editable copy.

If you have any questions, feel free to reach out to our customer support at help@koyfin.com.