Affiliation: Integration

Description: Charles Schwab is a leading financial services firm offering a wide range of investment products and services. With a focus on retirement planning and wealth management, Schwab provides comprehensive tools and resources for investors of all levels.

Import Your Portfolio from Charles Schwab

1. Access the Portfolio Entry Section:

From your Diversiview dashboard, select the “more” button in the “Import From Your Platform/Broker” section. If choosing this method, skip to step 3.

Getting started with Diversiview import your portfolio from your your Charles Schwab account.

From your Diversiview dashboard, locate and click the blue “+ New Analysis” button on the top right-hand corner of the webpage. This will take you to the New Analysis page.

2. Select your Broker:

Select the “Import from a Broker” tab and click on the green “Link Broker” button and choose “Schwab”. For a full list of integrated brokers, click here.

Getting started with Diversiview link your Charles Schwab account.

3. Connect your Charles Schwab Account:

After picking Schwab, select the blue ‘Connect’. You will be redirected to complete an authentication process. Log in to your Schwab account using your credentials.

Getting started with Diversiview connect your Charles Schwab account and complete the authentication process

Getting started with Diversiview use SnapTrade to connect your Charles Schwab account.

4. Import Your Portfolio:

Once your login details are accepted, you’ll receive a prompt stating ‘Connection Complete.’ Click on the yellow ‘Go Back to Lensell’ button to return to the New Analysis page.
Your Schwab account is now connected. In the new drop-down menu, choose the account you wish to import. Click on the green ‘Load Holdings’ button, and your securities with their weightings will be automatically populated.
You can analyse portfolios of up to 25 investments for 5 credit points or you can analyse larger portfolios (maximum 40 investments) for 10 credit points.

5. Adding Another Broker (Optional):

Under the drop-down menu where you select your account, click on ‘Revoke Access to Schwab’. Revoking access ensures a clean slate for adding a new brokerage. Once access is revoked, simply repeat the process from Step 3 with a different brokerage.

6. Analyse Your Portfolio:

After importing your portfolio, click the blue “Analyse Portfolio” button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.

Getting started with Diversiview analyse your portfolio imported from your portfolio or broker.

7. View Your Analysis Report:

Within a few minutes, your personalised portfolio analysis report will be ready for viewing on your Diversiview dashboard. This report offers valuable insights into your portfolio’s asset allocation, risk profile, and potential areas for improvement.

Getting started with Diversiview review your Portfolio Analysis Report.

By following these steps and exploring the additional resources provided, you’ll be well on your way to making informed investment decisions.