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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 support for 16 of the most common advisor documents. 
  • 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.
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Get started with education and resources

  • Guide icon

    Interactive guide

    Get answers to your top questions with our step-by-step guide to advisor and client workflows. 

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     Log in to explore the guide >

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    What's new

    Stay up to date on the latest digital onboarding enhancements.

    Learn what's new >

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    Digital workflow webcast

    See live demos and ask our experts your questions; available every Wednesday.

    Register now >

Additional resources

  • Additional resources

    More in-depth training, resources, and how-to videos are available.

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     Log in to RIA EdCenter >

  • 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.

    Learn more about our technology platform >


  • 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.

  • 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.


Schwab Advisor Center® is a website of Schwab for the exclusive use of advisors who custody assets at Schwab.

Use of certain features requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and mobile connection limitations.

Schwab Alliance is a website of Schwab for the exclusive use of clients of advisors who custody assets at Schwab. Requires a wireless signal or mobile connection.System availability and response times are subject to market conditions and mobile connection limitations. Functionality may vary by operating system and/or device.

Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade or maintenance, or for other reasons.

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