Schwab Information\Integration
We are integrating with Schwab and it is great to see all the information populated in the Custodial Data section for an asset. It would be even better if all the Additional Information was populated from the Schwab site (trustees, beneficiary information, money movement). Why isn't this information downloaded from the Schwab site as well? If we want to use the Additional Information section in this part of the software, we have to enter it for each client. This would be a huge undertaking and doesn't make sense that the integration wouldn't include this information from the Schwab site as well. Do you see this as something that could\would be offered?