live Webinar Best Practices

How Advisors Who Custody with TD Ameritrade Can Work Towards A Seamless Transition to Wealthbox’s Schwab Advisor Center® Integration

Tuesday, Jun 27, 2023 at 2:00 PM ET

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Presented by

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:

  1. How the integration between Schwab and Wealthbox allows advisors to send contact details from Wealthbox to open new Schwab accounts within Schwab Advisor Center.
  2. How and when advisors who custody with TD Ameritrade can enable the integration with Schwab from within Wealthbox to access their client account data.
  3. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  4. The benefits of the Schwab Advisor Services™ and Wealthbox integration, and how to get started with ease.

 

Speakers

Chris Candela

Sr. Relationship Manager

Charles Schwab

Andrew Ladwig

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