Integrated Schwab alerts now simplified to a 30-day history

If you use the Schwab integration, syncing Schwab Advisor Center alerts and statuses to financial accounts records in Tamarac CRM helps you stay on top of operational workflows and address client needs as they arise.

Previously, the integration synchronized the last 18 months of Schwab alert history to CRM.

With the recent changes to Schwab’s alert system, CRM now syncs only the past 30 days of alerts. This helps improve load times and focuses data refreshes on the most timely and actionable alerts.

To preserve the alert audit trail in CRM, historical alerts synced from Schwab remain available on the Custodian Alerts & Status tab of a financial account for 18 months. Any updates to alerts in Schwab Advisor Center will not sync to CRM after the 30-day window.

For more information and steps to enable this integration feature, see See Schwab alerts and statuses in CRM.