Salentica Data Broker: Schwab Openview Gateway®

Sep 03, 2021

See real-time account data within Elements

Utilize your Schwab OpenView Gateway™ credentials to access Custodian Live Data on your Schwab accounts. The iframe includes the following details:

Account Profile
Account Alerts
Account Transactions
Account Positions
Account Balances
Account Documents,
Account Cost Basis (Realized & Unrealized)
Money Movement

Account Profile

The Account Profile object reports a large amount of Schwab OpenView Gateway™ profile information for the account being viewed.

Noteworthy features of this object:

Contacts – The names of associated contacts are linked here and will launch a new window showing contact information when clicked.
Email – When available, the email account associated with the contact is displayed here. When clicked, it will open a separate window with the email pre-loaded for contacting the contact.
Scroll Bar – The Profile Report is a large report on the Financial Account and further details are available by scrolling to the bottom of the report.

Account Alerts

The Account Alerts object reports Schwab OpenView Gateway™ alerts for the account currently being viewed.

There are several elements that make up this object:

Filters – Use one or more of the available filtering options and click Apply Filter when they’re ready to see the results. Whenever these filters are applied or reset to the default, the object will request a new dataset from Schwab.
Alert Status Icons – Similar to the icons in the Schwab OpenView Gateway™, these icons represent the status of each alert.
- A Red Exclamation Mark means the alert priority is critical
- A Yellow Caution Sign means that action is required on this alert
- A Blue Filing Cabinet means that the alert has been archived
Alert Subject – The Subject line is a clickable link that opens a separate window with the alert details, if any
Action Buttons – The buttons at the far right allow user to make Schwab OpenView Gateway™ alerts actionable.
- The Archive button allows the user to archive the selected alert in the Schwab OpenView Gateway™. This update is immediate and is posted back to Schwab in real time.
- The Create CRM Task button opens a new window with a CRM Task activity, pre-populated with the alert information.
- The Create Email button opens a new window with a CRM Email activity, pre-populated with the alert information.

Account Balances

The Account Balances object reports Schwab OpenView Gateway™ account balances for the account currently being viewed.

Noteworthy features of this object:

If the account is margin enabled, the lower portion of the object will show Margin Details. Otherwise, this info is hidden to avoid clutter.

Account Positions

The Account Positions object reports Schwab OpenView Gateway™ account positions for the account currently being viewed.

Noteworthy features of this object:

The filters in the top portion will allow narrowing down the information and requesting a new subset of data from Schwab. While filtered, the account totals will not be displayed, to avoid confusion with the reduced data being displayed.

Account Transactions

The Account Transactions object reports Schwab OpenView Gateway™ account transaction information for the account being viewed.

Noteworthy features of this object:

Filters – The data can be filtered by multiple criteria and then the user can click Apply Filter. When filters are applied or reset, the screen will request a new set of data from the Schwab Advisor Center.
Transactions – The description field is a clickable field wherever details are available. The link will open a new window with transaction details.

Cost Basis - Realized & Unrealized Gain/Loss

The Cost Basis Realized Gain/Loss object reports Schwab OpenView Gateway™ cost basis information for the account being viewed.

Noteworthy features of this object:

Symbol – The symbol displayed in the Symbol column is a clickable field. Clicking on it will expand or collapse the row to show additional details.
Acquired/Opened – The Acquired/Opened column is a clickable field, if available. Clicking on the link here will open a new window with additional information.

Pop-up Blockers may prevent the expanded details from being displayed. Ensure that both your CRM site and https://hitweb.schwab.com are exempt from being blocked in your browser of choice.

All reports are provided in PDF format. Please ensure you have a PDF Reader application, such as Adobe Acrobat, installed on your computer.

Account Documents

The Account Documents object reports Schwab OpenView Gateway™ account documents for the account being viewed.

Noteworthy features of this object:

Filters – The data can be filtered by multiple criteria and then the user can click Apply Filter. When filters are applied or reset, the screen will request a new set of data from the Schwab Advisor Center.
Reports – The Report Name field is a clickable field wherever reports are available. The link will open a new window with the attached report.

Pop-up Blockers may prevent the report documents from being displayed. Ensure that both your CRM site and https://hitweb.schwab.com are exempt from being blocked in your browser of choice.

All reports are provided in PDF format. Please ensure you have a PDF Reader application, such as Adobe Acrobat, installed on your computer.

Move Money

The Move Money object is a link out to the Schwab Advisor Center site to help Advisors move money.