Integrations /Custodians & Portfolio Management

Get started with Wealthbox + Charles Schwab

Modern CRM integrated with the leading independent custodian for the win!


Schwab Advisor Services and their flexible approach lets advisors combine our best-in-class proprietary tools like Wealthbox to streamline routine tasks so they can focus on serving clients. The integration with Wealthbox allows advisors to use single-sign-on and see account details, positions, and transactions from accounts held at Schwab on Wealthbox contact record pages.

View Schwab accounts for contact records in Wealthbox.

“The Wealthbox integration is a welcome addition to the Schwab platform. The convenient account-view feature is the type of functionality that advisors continually tell us they need to effectively and efficiently serve their clients.”

Kartik Srinivasan

Senior Managing Director for Schwab Advisor Services

Get started with Wealthbox + Charles Schwab

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