Currently, I have to manually import from Black Diamond every morning. I am trying to figure out why I have to do this when the "Custodial Data" tab in Advisor Engine's "Assets" field already links live data directly from Schwab. 

Can you add a column under "assets" that shows the "Custodial data-Balance" that is pulling directly from Schwab so I don't have to pull manually every morning? Seems unnecessary.