To migrate your client list from Schwab Advisor Center, you can:
Open Schwab Advisor Center
Navigate to download Schwab Data Delivery
Download the files
If you need assistance with these steps, you can reach out to Schwab Advisor Platform Support at 800-647-5465 option 2 for any help with that setup.
Once you have your client file downloaded, you can reach out to Success@wealthbox.com to schedule your migration with our onboarding team OR follow these instructions to import on your own.