What's New: Address Change
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.
Our digital address change tool makes it easy to update a clients' address and send it to them for electronic approval with a few taps on their computer or mobile device. The process is quick, easy, and secure.
Use these resources to get an overview of the tool; continue scrolling to learn about other enhancements to help eliminate paper.
July 2021 (0621-1XF4)
System defaults to digital workflows for address changes
As part of our effort to make it easier to use our fast, secure digital address change tools, we’ve made changes to some default behavior for related links on the Forms & Applications page.
- When you choose the Change of Address Form (Duplicate Mailing), in the form library, you’ll see that the default option is "Request Address Change", which will direct you to the digital workflow.
- Our digital tools use smart applications to help eliminate errors and rework, and provide a better experience for your clients by enabling quick, secure approvals online or on their mobile device.
- To learn more about using the digital address change tool, consult the step-by-step clickable guide and FAQs
If you wish to use the PDF, you'll find a link to the form within the digital address change workflow. Simply click that link to download and complete the form.
September 2019 (0919-9ZTG)
For advisor use only. For general educational purposes.
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