Advisors: Open up new accounts! Today we’re happy to announce a new digital onboarding upgrade with Schwab Advisor Services™. With today’s release, advisors who custody assets with Schwab can now send contact details from Wealthbox to open new Schwab accounts, avoiding data re-entry into multiple systems. The integration includes a single sign-on connection from Wealthbox contacts into digital account envelopes within Schwab Advisor Center®. Advisors are now able to reduce data entry and help streamline their client onboarding process by using this improved integration.
How it works
You can now use the “Send To” menu from a contact record page within Wealthbox to send Wealthbox contact details to Schwab Advisor Center. This integration helps advisors efficiently add new-to-Schwab clients to digital onboarding envelopes in Schwab Advisor Center.
From the Contact Details module within Wealthbox, select Schwab Advisor Center in the “Send To” menu.
A preview screen within Wealthbox shows the fields that will be sent from Wealthbox to Schwab Advisor Center.
Once you click “Send”, the account opening workflow in Schwab Advisor Center will be pre-populated with the client information from Wealthbox.
Start using this new feature today to seamlessly send contact details from Wealthbox into Schwab Advisor Center!