Going beyond simple digital account open, Schwab's enhanced digital onboarding workflow streamlines the key steps of bringing on a new relationship or helping an existing client open a new account.
From account open, to funding, to setup, the guided workflow auto-fills client information from Schwab or leading third-party platforms, and lets you easily fund the account using options like Schwab MoneyLink or ACAT asset transfers.
Tailor the account to your client with custom account settings, and add any additional documents for client approval—all in one envelope.
Don't have all the information you need? No problem. Your client can fill in details during the approval process, while the system keeps you informed every step of the way.
Once the details are filled in, your client approves in minutes on their mobile phone, tablet, or desktop. Along the way, your client will be automatically enrolled in Schwab Alliance, putting them on the path to a paper-free future, and to approving future requests—like money movements—just as easily.
By walking you and your client step-by-step through the onboarding process, the technology dramatically reduces errors and delays, saving you and your team time so you can focus on what is important –creating and building client relationships.
From delivering a simpler, easier client experience to maintaining the highest security standards, our digital onboarding capabilities are built to deliver the seamless process your firm and clients expect. for more information on digital onboarding at Schwab, visitadvisorservices.schwab.com/digitalonboarding.