The new Schwab Advisor Center Integration for Salesforce app delivers a daily download of key account details and important alerts to help you streamline workflows and manage client account:

• Receive customized daily downloads—including account details, restrictions, balances, and more—from Schwab Advisor Center to your Salesforce org.
• Open new Schwab accounts and update existing client information seamlessly using the app or Salesforce. Track work in progress securely with Single Sign On access.
• Create reports and dashboards to analyze data and share insights.