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Introduction Before You Start Enable Single Sign-On from Tamarac CRM to Schwab Advisor Center Access Schwab from Tamarac CRM

 

Introduction

The integration between Tamarac CRM and Schwab allows you to retrieve real time custody data and custom workflows from Schwab. This integration uses Single Sign-On (SSO) to access this data. Once enabled, you will see Schwab in the Custodians drop down on the command bar in Accounts.

Before You Start

You must enable the Schwab integration. For steps, see Enable the Schwab Integration.

Enable Single Sign-On from Tamarac CRM to Schwab Advisor Center

The data manager at your firm can enable this integration or you can contact your service team for additional guidance.

To turn on the ability to launch directly into Schwab Advisor Center from Tamarac CRM:

1. In Tamarac CRM, in the bottom left under Home, select Tamarac Settings.

   

2. Under Setup, select Configurations.

   

3. Select Configuration Settings.

   

4. To open the configuration page, in Custodians, select Schwab.

   

5. Turn on Single Sign-On (SSO).

   

Access Schwab from Tamarac CRM

To access Schwab Advisor Center from Tamarac CRM:

1. In the Account command bar, select Custodians and then select Schwab.

   

2. Select Single Sign-On.

   

   If you’re already signed in with Schwab, the Schwab Advisor Center Alerts page will open. If you’re not already signed in, you’ll have to enter your Schwab credentials first.