Enabling Schwab OpenView Gateway

The Schwab OpenView Gateway integration must be enabled per User in AE CRM. Repeat the following process for each User that wants to use the integration:

1. Navigate to User > View Profile > User Preferences.
2. Click Edit.
3. Select the checkbox on the Schwab Advisor Center line.
4. Click Enroll further down on the Schwab OpenView Gateway line. A new window or tab will open to enter your Schwab credentials.
5. Enter your Schwab Advisor Center Username, and Password.
Attention! If you have a PIN set up for your Schwab user, you must append the PIN to the end of your Password in the Password field. For example, if your Password is "PASSWORD" and your PIN is "1234", then enter "PASSWORD1234" in the Password field.
6. Select the checkbox to agree to the User Agreement and click Subscribe.
7. Return to the User Preferences page and click Save.

Matching Accounts to Records

1. Navigate to Import > SAC Account - Record Matching.
2. A list of accounts not assigned to a CRM Record will display.
1. Using the checkboxes, select all the accounts belonging to a single Record in the upper Grid.
2. Search for and select the matching Record in the lower Grid.
3. Click OK in the pop-up to confirm the match.
4. Repeat the process until all accounts have been matched.

The above process will need to be performed for any new accounts whenever they are added to Schwab.