Charles Schwab
📌 Note: The mappings shown are provided only as an example of how users can configure their Swivel Summary. Users should consult and defer to their own compliance team for review and approval before implementing.
The following value mapping example is based on the following:
a default product line and pre-configured product line summary totals
a Swivel Sync-supported carrier/institution
a Swivel Sync-supported product offering and supported values
Roth Contributory IRA
Snapshot Overview Totals Mapping
Current Balance | Account Value |
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Contributions | N/A* |
Total Withdrawals | N/A* |
Total Net Contributions | Mapping not available |
Total Cash & Cash Investments | Cash & Cash Investments |
Total Market Value | Market Value |
Total Account Value | Account Value |
Total Margin | N/A* |
N/A* means there is no corresponding value supported by Swivel Sync and/or is not available on the institution portal site. 🔗 See also Charles Schwab to view full list of Swivel Sync-supported values.
🔍 Quick Tip: You can create a custom value to manually track or store additional value information. Once configured, custom values are also available mapping options on Swivel Summary. 🔗 See also Manage Values.