Send‑To Action is a customized automation step feature inside Wealthbox workflows that lets advisors push client tasks directly into integrated platforms like Schwab Advisor Center®, Fidelity Wealthscape®, Docupace, and others without leaving Wealthbox or the workflow. The Send-To Actions feature simplifies the process of integrating leading financial services platforms directly into Wealthbox workflows. This feature is available on Wealthbox’s Premier and Enterprise plans.
See also:
- What Integrations Offer “Send To” Functionality?
- How-to video: How to Use Send-To Actions in Workflows
- Webinar demo: Discover AI & Automations in Wealthbox
Use Cases
- Opening a client account in Schwab Advisor Center directly from Wealthbox.
- Submitting documents via Docupace immediately after a workflow milestone.
- Initiating client forms or updates in Fidelity Wealthscape without navigating away from Wealthbox.
Key Features
Speeds up routine processes such as account openings, form completion, and document updates.
Reduces manual steps: Eliminates copying data or switching between applications.
How It Works
Create or edit a workflow in Wealthbox.
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Click the ”Add Action" icon on the appropriate step.
Select "Send To" under Action Type and choose the target platform (e.g. Schwab, Fidelity, Docupace, etc..).