Schwab Advisor Center does not have a native billing system or performance reporting.

Altruist does both quite well so let’s get the data to feed over.

First step is to make sure you have an active Schwab Master account, then we can request a link:

🔷 **[help request]**

In the above form, request a “Schwab Data Access Agreement for Altruist”

This request takes approximately 7-10 business days to settle.

It’s best to get this link made well before a billing cycle or when you need performance data, ideally as soon as you’re able to access both Altruist and Schwab.

Once the data link is established, you’ll see your Schwab households inside Altruist, just as any other Altruist account. Yep, amazing.

You’ll have a full look into holdings, transactions, and performance. You can do everything other than execute trades, this is more of a viewing window.