Schwab handles account management, trading and rebalancing, security and risk management and client onboarding and support for registered investment advisors. Like every system in your stack it holds a slice of the firm — investment products, banking services, asset management solutions and client management tools — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your Schwab agreement permits you to extract, store and reuse, then land accounts, positions, holdings, transactions, performance and cost basis over an encrypted SFTP feed into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there Schwab data is no longer a silo. It joins your CRM, billing, planning and portfolio data under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.