Documentation Index
Fetch the complete documentation index at: https://docs.waycore.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Charles Schwab Bank allows you to grant access to your accounts by creating an Authorized Viewer (or Authorized User based on access level). This is done through Schwab Alliance, where you can provide access to trusted individuals.Bank terminology
| Concept | Charles Schwab Bank term |
|---|---|
| Delegated user | Authorized Viewer |
| Admin | Account Holder |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Initiate access request
2. Initiate access request
Click the green button that says
Give Account Access.3. Select access level
3. Select access level
Click on
View only (or select the appropriate preset role).4. Assign account access
4. Assign account access
Select the account you’d like to provide access to.
5. Enter user details
5. Enter user details
Enter the name, phone number, and email address of the person you are giving access to.
| Field | Notes |
|---|---|
| First name | Required |
| Last name | Required |
| Phone number | Required |
| Required | |
| Confirm email | Required |
6. Verify information
6. Verify information
Verify that the information is correct and click
Continue.7. Finalize
7. Finalize
Review and mark both checkboxes and click
Agree & Submit.Important notes
Use one user per account if separate connections are required.