Real-time data via Direct API

1. Login to your instance of Atomic Insights
2. Click on the profile icon and then select Settings from the drop down
3. Under the Organization Settings menu, click on Data Source
4. On the Data Source page, click on the Schwab logo and you will be single signed-on into your Schwab portal
5. Schwab Advisor Center opens; login with your credentials
6. Agree to Terms and Link Advisor Center accounts to API; then you’ll be routed back into Atomic
7. Atomic will import your data automatically…
   1. You will see all data available under firm’s Schwab credentials
   2. Learn more about roles and data permissions here (link tk)