Add More Schwab Data to CP Homepage Table | Voters

Add More Schwab Data to CP Homepage Table

complete

Tangelo Ox

Custodian portfolio auto naming: Please give us an option to name the account by type (like Roth) or to choose the title from the Schwab data fields. Right now, accounts come in as the person's named and some of my households have 10 accounts

December 19, 2025

Conor MacNeil

marked this post as

complete

You can now find Schwab specific keys in the Client Portfolio Homepage under 'Asset Specific' ➝ 'Schwab' category in the column picker.

Conor MacNeil

marked this post as

in progress

Conor MacNeil

Hey Lorri, next week we are planning to add more metadata to the Client Portfolio hometable with various Schwab attributes such as Account Title, Master Account Number, Taxpayer Title, Primary Contact, etc. 
This should be available on Tuesday and you'll receive a notification too.
Some support for the interim, however, you can account an 'Account ID' in the column picker of the Client Portfolio homepage, which may help you identify the accounts. Moreover, you can also renamed the account by using the context menu in the CP homepage table, or in the edit portfolio dialogue window for an account.