Charles Schwab - How to Integrate

1.  Select your profile in the top right side of the screen. Then click Integrations.

2. Click Add Integration.

3. Select Charles Schwab (new) from the window, then click Link.

4. Carefully read the pop-up instructions, then click Start Integration Now.

5. Enter your Login ID, then click Continue.

6. Enter your Password, then click Log In.

7. Scroll to the bottom of the page and check the box to accept the user agreement, then click Continue.

8. Click Done on the confirmation page. You will be redirected back to the Income Lab integrations page.

9. Click Check Status on your integration item. The status will change from Waiting for data to Active.

10. Go to the main Households page and select a household or click Import Household to import household data into Income Lab. If you are using the Import Household feature, you can skip steps 10-12, as the household's assets will be imported automatically via the Household import.

11. Edit the household by clicking the pencil icon on the top right of your Dashboard.

12. On the Assets page, click Add Linked Accounts.

13. On the left-hand side, select Source as Schwab. Then, use the search bar to find your household and the drop-down menu to open and display all accounts. Select the accounts you would like to link to Income Lab, then click Save to finish.

You will now see the accounts linked under the assets list. The linked accounts will be indicated by a small Charles Schwab icon.