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Schwab Digital Account Opening Integration
Schwab Digital Account Opening Integration

Wealthbox's "Send To" Feature Helps Advisors Send Contact Details to Schwab Advisor Center

Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

What does it do?

The integration between Wealthbox and Schwab Advisor Services™ allows users to send contact details from Wealthbox seamlessly into Schwab Advisor Center® to be imported into a Schwab Digital Account Envelope.

How do I enable the integration?

Please follow the steps here to enable the Schwab integration within Wealthbox.

How does it work?

You can now use the "Send To" menu from a contact record page within Wealthbox to send contact details to Schwab Advisor Center. This integration lets you create new clients that are not yet in Schwab Advisor Center. The client will be imported into a Schwab Digital Envelope.

“Send To” menu

A preview screen within Wealthbox shows you all the different types of data points that are supported.

“Send to Schwab Advisor Center” Preview

How are the fields mapped between Wealthbox and Schwab?

Wealthbox

Schwab

Notes

Name: First Name

First Name

Required

Name: Last Name

Last Name

Job Title

Occupation

Company

Employer/Business Name

Primary Email Address

Email Address

Support for one email only

Work Phone

Business Phone

Ext. can be sent

Home Phone

Home Phone

Ext. can be sent

Mobile Phone

Mobile Phone

Other

Other

Ext. can be sent

Address

Address

(Work, Home, and one other address supported)

Street Line 1

Street Line 1

Street Line 2

Street Line 2

City

City

State

State

US Only

Zip

Zip

US Only

Country

Country

US Only

Birthdate

Birthday

SSN

SSN

Drivers License Number

Identification Number

Drivers License Issued Date

Issued Date

Drivers License Expires Date

Expiration Date

Passport Number

Identification Number

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