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Schwab's SFTP integration with Milemarker is one of the most common custodian connections for RIAs, delivering daily position, transaction, and account files. Milemarker's automated ingestion pipeline normalizes this data for reporting, analytics, and CRM sync.
Overview.
Schwab's SFTP integration with Milemarker is one of the most common custodian connections for RIAs, delivering daily position, transaction, and account files. Milemarker's automated ingestion pipeline normalizes this data for reporting, analytics, and CRM sync.
How it works.
Automated secure file transfer over encrypted SFTP. Data synced includes: Accounts, Positions, Holdings, Transactions, Performance, Cost Basis.
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