What's New: eAuthorization
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.
Client approvals are even easier with eAuthorization
When a client's approval is needed, eAuthorization can help you keep the process moving digitally—without taking your client out of the Schwab environment.
eAuthorization is integrated into Schwab workflows, including digital onboarding and eligible move money transactions. That means you can complete more of the process in one connected experience rather than rely on separate steps and tools for client approval.
With Schwab's digital onboarding workflow, for example, you can open one or multiple accounts for a household, tailor them to your client's needs, and fund them—all in a single workflow. The experience also supports seamless enrollment in Schwab Alliance and fast, easy, digital client approvals through eAuthorization.
For eligible move money requests, eAuthorization can also be used for such transactions as internal cash transfers, internal position transfers, wires, and checks. Once you initiate the request, your client is notified that an approval is ready and can securely review and authorize it through Schwab Alliance or the mobile app.
By using eAuthorization as part of Schwab's digital workflows, you can enjoy a more streamlined experience for your firm and your clients while reducing unnecessary handoffs throughout the process.
Watch how clients approve requests with eAuthorization >
October 2026 (1026-FXGD)
Clients can eAuthorize check transactions you upload using the Import Transactions tool
Your clients can now eAuthorize check transactions that you upload using the Import Transactions feature in move money.
If you have used Import Transactions in the past, be sure to download the new version of the comma-separated values (CSV) file, which is available on the Import Transactions page. Click the link in step 1 under the "Start your file upload" header to download a ZIP file that includes the updated template you'll need.
The updated file includes new columns—Payee Name and Addressee Name—that must be completed before your clients can eAuthorize these transactions.
Once you've added the required transaction details and uploaded the file, the system automatically selects an eligible account owner and assigns that person to eAuthorize the transaction. You can then review these assignments in the Import Transactions tool.
April 2026 (0426-XUSX)
