Portfolio Center - First Steps

inStream is set up to import data from Schwab’s portfolio management system, PortfolioCenter. The integration allows you to import client accounts and keep account values up to date. In order to setup the integration, there are a few steps to complete: 

  1. Email and let us know you're interested in the PortfolioCenter integration. 
  2. We will schedule a call with you and your technical representative who is familiar with the PortfolioCenter setup. 
  3. Set up the automatic scripts and batch process to keep accounts updated on a daily basis. 
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