Schwab Trading Link

Duration: 60 Min.

Relius Administration has dedicated interfaces set up for a number of different investment firms. Each of these interfaces—Links, as they are also called—is a pre-determined format for trade export, confirmation import, prices, reconciliation and other processes. They are different from each other, but all of them use many of the same functions in Relius Administration and require similar setup and processing steps. In this series of training sessions, we will examine each of these links in order to help you understand what is needed to start trading with one of these firms, how to set your plans up and how to use the link. This session will work with both the Schwab Custody and the Schwab Trust interface.

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