What's New: Digital Workflows
Schwab Advisor Center® has digital tools and resources to help you onboard new relationships, support your clients, and scale your business. Below you can learn about the latest enhancements and resources, or explore recent updates by clicking on a topic.
Update your authority level on client accounts digitally
A new digital workflow now allows you to add or modify your firm's authority level on up to 20 of your clients' accounts in a single envelope. Previously, advisors had to use Docusign or a paper LPOA-IA form to make these changes. This feature is particularly helpful when onboarding new clients.
The workflow auto-fills the data for clients who are already registered with your firm's Schwab master account, reducing the potential for errors and rework. Best of all, you can include multiple authority changes in the same digital envelope.
February 2026 (0226-5VF2)
