| passPort – custodial data aggregation for Schwab PortfolioCenter® ,and Advent Axys® | Download PDF |
passPort provides you an extremely cost effective way to integrate custodial transactions/data to your portfolio management system.
- Get transactions from nearly 3000 banks, credit unions, brokerages, or 401(k)/403(b) plan administrators
- Transfer data directly to
- Schwab PortfolioCenter®
- Advent Axys®
- TD Ameritrade Interface for Schwab PortfolioCenter®
