How to get custodial data feeds in SmartRIA

Learn how to get feeds from Black Diamond, BridgeFT, Schwab, TD Ameritrade, and LPL into SmartRIA

Add the rep codes

Learn how to add rep codes to the app

Set up the integrations

Black Diamond Integration

Bridge FT

Schwab Data Feed Set Up

TD Ameritrade Data Feed Set Up

LPL Data Request Form

Household accounts if necessary

Learn how to household accounts