Enrolling is the first step in using the data integration feature in Morningstar Office. Only one Schwab Advisor Center user ID can be enabled per Morningstar Office login. Once you enroll a particular Schwab Advisor Center user ID in Morningstar Office, you cannot link to a different ID from the same Morningstar Office account.
To enroll in the integration, do the following:
From the Home tab, click the Settings page.
Locate the Integrations widget.
Select Integrations Settings. A dialog box opens.
Locate the line for Schwab OpenView Gateway, and click the Enrollment button. A Terms and Conditions window opens.
Review the Advisor Terms and Conditions.
Check the User Agreement box and click OK. A new dialog box opens.
Enter your Schwab User ID and Password.
Review the Schwab OpenView Gateway Advisor Enrollment Use Agreement.
Check the Use Agreement box.
Click Subscribe.
See Also
Schwab OpenView Gateway Integration Overview