Visit Forms & Applications on the Schwab website ( https://si2.schwabinstitutional.com/) and enter the “Request for Data Access Agreement.” If you have further questions, please call Schwab's Advisor Platform Support at 800-647-5465.
Under the Service Provider, you would enter:
- Service Provider Firm Name: Other
- Other: TradingFront
- Name of Authorized Signer: Yang Xu
- Email Address of Authorized Signer: firstname.lastname@example.org