Product Description

About this Product

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A simple, secure tool that creates a seamless onboarding experience for both client and staff:

  • Designed by FA’s for Fa’s to improve the client onboarding experience.
  • Improve efficiency, revenue, client experience & retention.
  • Critical info integrates directly into CRM and Schwab forms.

About OnBord

OnBord is an automated client onboarding tool founded by an RIA whose team was frustrated with new clients’ outdated and inefficient onboarding process.  

Our goals are simple: Eliminate the constant back and forth between firm and client when capturing client information, create a great user experience through our digital onboarding system, significantly reduce NIGO rates, and simplify compliance procedures. OnBord technology integrates with your existing CRM, Schwab Forms and Advisory Agreement.

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Document and Form Management, Practice Management
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Serving RIAs Since

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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

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