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 |
|