Schwab enhances digital onboarding to support multiple account opening
The latest update to Schwab Advisor Services' digital onboarding technology lets independent financial advisers open and fund up to 10 new client accounts in a single workflow.
The latest update to Schwab Advisor Services' digital onboarding technology lets independent financial advisers open and fund up to 10 new client accounts in a single workflow.
Schwab first introduced digital opening in 2018 and expanded it in 2021 with the ability to open and fund new accounts i
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