Schwab Advisor Center®

New Account Opening

For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs). They are committed to the success of firms of all sizes, regardless of background, assets under management, or business complexity. 

Together, they can help you take your business further. Get started by discovering the breadth of services you can tap into when you choose Schwab as your custodian. For more information, visit advisorservices.schwab.com.

Interaction & Integration

Docupace offers two ways for advisors to interact with Schwab Advisor Center® (SAC) to facilitate new account and maintenance work.

Integration benefits with Schwab Advisor Center® through the Docupace platform:

  • Support for New Account Opening and maintenance which:
    • Reduces duplicate data entry
    • Reduces time to open new accounts
    • Increases consistency in account opening processes
    • Improves advisor experience
  • Docupace’s SAC interaction increases advisor and back office efficiency by:
    • Providing pre-bundled forms for all available registrations
    • Reducing NIGO rates through automated data validations
    • Automating submission of electronically-signed paperwork directly to custodian
    • Utilizing DIY Docusign’s Advanced Workflow capabilities integration
    • Automatic filtering of custodian from proprietary forms and submission of only custodian forms to custodian

 

Integration benefits with Schwab Advisor Center® through the PreciseFP platform:

  • PreciseFP’s integrations increase advisor and back office efficiency through:
    • SSO integration with Schwab Advisor Center® to:
      • Pre-populate Schwab forms
      • Integrate with Schwab’s Digital Onboarding workflow via API
    • Docusign’s DIY integration to:
      • Automate submission of electronically-signed paperwork directly to custodian
      • Utilize Docusign’s Advanced Workflow capabilities integration
      • Automatic filtering of custodian from proprietary forms and submission of only custodian forms to custodian