Overview
Import data from the Schwab Advisor Center
Official plugin from Berilium for financial advisors This plugin allows you to import data from your Schwab Advisor Center. To import a client account, click on the import button from your Berilium dashboard and select "Charles Schwab". You need to be a financial advisor on the Berilium platform to use this plugin.
5 out of 51 rating
Details
- Version1.0
- UpdatedJuly 16, 2024
- Size21.21KiB
- LanguagesEnglish
- DeveloperBerilium Technologies, Inc.Website
485 Bent St Laguna Beach, CA 92651-2329 USEmail
support@berilium.comPhone
+1 669-777-8051 - TraderThis developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
Privacy
Berilium SAC Connector has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
Berilium SAC Connector handles the following:
Personally identifiable information
Financial and payment information
Authentication information
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes