Schwab Integration

OnBord’s Schwab integration ensures account opening paperwork arrives properly formatted with all required fields completed and documentation attached.

Key benefits:

• Account applications go directly to Schwab with correct form versions and required signatures
• Client data populates automatically in the proper Schwab account opening fields
• Required documents attach correctly so your paperwork doesn’t get rejected for missing items
• ACAT forms generate automatically when clients transfer assets from other custodians

Your operations team saves hours not having to resubmit rejected applications or track down missing documentation. Your clients get their accounts opened faster without delays from incomplete paperwork.

Works with both individual and joint accounts and supports all standard Schwab account types your RIA typically opens.

https://advisorservices.schwab.com/