Why Advisors Who Custody at Schwab Use Wealthbox

Presented by

Following our announcement that Wealthbox has the top-ranking for CRM usage at Schwab, watch this previously-recorded live webinar to see why Schwab advisors choose Wealthbox! This webinar will cover:
  1. How integration improvements to the Schwab Advisor Center sign-on process help 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.


Charlie Fargo

Head of Product Partnerships


Andrew Ladwig

Director of Business Development


“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

View All Webinars