What's New: Docusign
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.
Add all recipients at the beginning of the Docusign workflow
We've redesigned the way you add recipients in the Docusign workflow on Schwab Advisor Center.
Previously, all recipients were added as a separate step at the end of the process, after all other envelope details were complete. Now you can add all signers, approvers, and carbon copy recipients before you enter the rest of the data in the Docusign envelope, making the workflow more intuitive. And we've expanded the system's capabilities to allow you to add up to three approvers and two copy recipients.
Using digital channels like Docusign and Schwab's digital onboarding workflow provides a more secure, efficient experience for your clients.
June 2025 (0625-1BPA)
