Tuesday, Jun 27, 2023 at 2:00 PM ET
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Join Wealthbox and Schwab to learn more about the TDA/Schwab integration conversion and how Wealthbox can help with the transition. This webinar will cover:
Speakers
Sr. Relationship Manager
Charles Schwab
Director of Business Development
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
A recording of this webinar will be available here within the next few days. Check back soon!
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