Why Advisors Who Custody at Schwab Use Wealthbox

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Wealthbox continues to be the top-ranking CRM for usage and engagement at Schwab. Join us for a previously recorded live webinar to see why Schwab advisors choose Wealthbox! This webinar will cover:

  1. How the integration with Schwab Advisor Center streamlines the sign-on process and helps advisors save time when opening new accounts.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. The benefits of the Schwab Advisor Services™ and Wealthbox integration, and how to get started with ease.


Chris Candela

Sr. Relationship Manager

Charles Schwab

Chris Kopanski

Sr. Product Specialist


“We are proud to have Wealthbox as a long-time participant in the Schwab Advisor Services 3rd Party Integration program. Their innovation has allowed advisors to digitally deliver an experience that best supports their clients and continues to drive firm growth. Wealthbox’s convenient Digital Account Opening and Account-view features are the type of functionality that advisors continually tell us they need to effectively and efficiently serve clients.”

Alison Dooher

Head of Schwab Digital Advisor Solutions

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