Digital Client Onboarding
Open, set up, and fund multiple accounts in minutes for a household with our streamlined digital workflow.
Features and benefits
- Open one or multiple accounts, tailor them to your clients' needs, and easily fund them—all with just a single email from you to your client.
- Save time and reduce errors using a guided workflow that auto-fills client information from Schwab and leading third-party platforms.
- Let clients add and edit their own information and documents that you don't have on hand, so you don't have to spend time chasing down details.
- Get more approvals at once, with the option to combine Schwab documents and your firm's documents into the same digital envelope.
- Check the status of approvals using detailed status tracking; recall, edit, and resend digital envelopes when needed.
- Give clients the ability to digitally approve requests and go paper-free via integrated enrollment in the Schwab Alliance client portal.
Schwab Advisor Center's digital client onboarding workflow
Schwab Advisor Center's digital client onboarding workflow
Get started with education and resources
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Interactive guideGet answers to your top questions with our step-by-step guide to advisor and client workflows.
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Digital workflow webcastSee live demos and ask our experts your questions; available every Wednesday.
Additional resources
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Additional resources
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Schwab's technology platform
Our flexible approach combines the best of our proprietary digital solutions, along with a breadth of third-party integrations, and industry-leading expertise.
Contact
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Are you a client with questions about our digital tools and service?
Please contact your Schwab representative. Lost their number? No problem. Log in to find contact information for your Service and Sales Professionals.
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Let's talk about how Schwab can fuel your business success
Whether you're exploring independence or curious how switching custodians can make a difference, Schwab Business Development Officers are here to help.
All conversations are confidential. We welcome questions from all advisors—no matter your background, AUM, or ambition.
This material is for institutional investor use only. This material may not be forwarded or made available, in part or in whole, to any party that is not an institutional investor.
For general informational and educational purposes only.
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