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<a href="https://www.schwab.com/" rel="nofollow noopener noreferrer" target="_blank">Charles Schwab</a> is a financial institution currently supported by Swivel Sync.

🔗 To learn more about setting up this carrier/institution for Swivel Sync, please visit the <a href="https://help.swivelcrm.com/en/articles/8545801-managing-connected-institutions-and-login-sources">Managing Connected Institutions and Login Sources</a> article.

Charles Schwab

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MFA Login Required	Yes
Est. Link Session Duration	up to 2 days
Data Types	Values
Values	Account Value Cash & Cash Investments Market Value Short Balance

Product	Product Type
Community Property	Brokerage
Contributory IRA	Retirement
Corporation	Brokerage
Custodial	Custodial
Education Savings	Education
Individual	Brokerage
Inherited IRA	Retirement
Irrevocable Living Trust	Custodial
Joint	Brokerage
Joint Tenants in Common	Brokerage
Joint Tenants WROS	Brokerage
Limited Liability	Brokerage
Revocable Living Trust	Custodial
Rollover IRA	Retirement
Roth Contributory IRA	Retirement
Roth Conversion IRA	Retirement
SEP IRA	Retirement
SIMPLE IRA	Retirement
Testamentary Trust	Custodial
401(k)	Retirement

Charles Schwab

Data Supported by Swivel Sync

Known Products Supported