Overview: Integration capabilities

Our broad, deep integration strategy helps to connect our platform with many leading third-party systems. Through these high-quality, secure integrations, you get streamlined access to important digital tools — for everything from opening accounts to initiating client transactions— as well as real-time custody data, from within the interfaces you use every day.

Use these resources to get an overview of our capabilities, and scroll down to see the latest enhancements.

June 2019 (0619-973F)

Deep integration with Advyzon includes digital account open and single sign-on

Advyzon, an all-in-one cloud-based financial advisor technology platform that includes performance reporting and CRM, has now completed their deep integration with Schwab Advisor Center®. Now, in addition to daily data file downloads, advisors who use the Advyzon platform can seamlessly conduct the following workflows between Schwab and Advyzon:

  • Initiate Schwab’s new digital account open workflow by passing your client data from Advyzon to Schwab Advisor Center in just a few clicks
  • Display real-time positions and balances on Schwab accounts within Advyzon
  • One-click access from Advyzon directly to Schwab Advisor Center firm and to account-level Alerts and Research
  • Digitally submit management fees to Schwab Advisor Center
  • End-client access to Schwab monthly statements and tax documents within the Advyzon client portal

This deep integration with Advyzon is an example of how we are investing in maximizing your choice and efficiency in the technology you choose to run your firm.

For more information on third-party integration, visit Schwab Intelligent Technologies®.

August 2019 (0819-9ESJ)

Try new digital account open workflow from Schwab Advisor Center® or third-party technologies

Our new digital account open tool helps you open accounts for your clients in less than 10 minutes, using a completely digital workflow that reduces errors and not- in-good-order delays. You can access the tool from the Forms and Applications Page on Schwab Advisor Center® or one of these third-party providers using our deep integration to help streamline your workflows.

With this integration, you can:

  • Use contact information from your third-party system to populate the new account workflow, including prospect data
  • Securely sign in automatically to complete account open
  • Check status and alerts in the system you prefer

We’ll keep you updated on new enhancements and integrations. To get started with the new tool, visit the Resource page.

July 2019 (0719-9U2T)

Connecting more providers and workflows with Schwab

We’re committed to continually expanding our depth and breadth of integration capabilities, adding three vendors to our OpenView Gateway® program that will begin building integration with Schwab.

  • Advyzon – an intuitive, cloud-based platform that includes performance reporting, CRM, planning, client portal, and more.
  • Agreement Express – an onboarding automation platform for wealth management, financial services, and payments.
  • AdvisorEngine – an end-to-end client relationship and digital investment platform.

We’re also piloting a digital account open process for our custodial and third-party integration platforms, starting with Tamarac and Orion. This new workflow lets you initiate the account open process using Schwab Advisor Center® or your third-party systems, prepopulate account applications with existing client information, and send to your client for eApproval. Digital account open will be available in 2019 for Schwab One®, IRA, Schwab Charitable™, and Institutional Intelligent Portfolios® accounts and will continue to expand.

For more information on third-party integration, visit Schwab Intelligent Technologies®.

December (1218-8FPD)