Swivel Sync Carriers & Institutions
Charles Schwab
Data Supported by Swivel Sync
Section titled “Data Supported by Swivel Sync”| Supported Login URL | https://advisorservices.schwab.com/ |
|---|---|
| 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 |
Known Products Supported
Section titled “Known Products Supported”| 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 |