Narrator: Interested in managing third-party access to your account?
Screen fades to Schwab home page
Narrator: Third-party access is managed under your profile. Navigate to Profile, then select Security Settings.
Mouse clicks on Profile and selects Security Settings
Narrator: Scroll to the bottom and look for Third-Party Access to Account Information. Any third-party accounts receiving access to your account information, like tax preparation programs, will appear here. To manage third-party access, click on one of the linked accounts to see a list of access features & restrictions.
XYZ Company1 is expanded
Narrator: Here you can choose to stop linking this third-party service to individual accounts or disconnect it from all accounts. Additionally, clients can choose to opt out of automatically linking to new Schwab accounts in the future by clicking Stop Linking to All Accounts.
Stop Linking to All Accounts is clicked
Video outro plays
Review and manage third-party services connected to your Schwab account.