{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/92a1a6b910ed499abd6978a3a20bef99\" frameborder=\"0\" width=\"1720\" height=\"1290\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1290,"width":1720,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1290,"thumbnail_width":1720,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/92a1a6b910ed499abd6978a3a20bef99-f15a698012d679d8.gif","duration":154.471,"title":"How to Complete Schwab Data Authorization Agreement","description":"This Loom explains how to complete a Charles Schwab data authorization agreement to connect Schwab with Black Diamond via Schwab Advisor Center. It starts by going to Account Management and searching the Forms Library for “Request for Data Access Agreement,” then entering the authorized signer name Rossby and email Andrew J. Evans, along with the requester’s name, email, and work phone number. The workflow includes adding the master account, selecting the third party Black Diamond SS&C, and submitting the account SSN or Tax ID, account date of birth, and the account .fam file before submitting the request."}