OneVest Integrates Schwab's Digital Onboarding into Wealth Management Platform
OneVest has integrated Charles Schwab’s digital onboarding solution directly into its Workspace platform, enabling advisors to open client accounts with Schwab in a paperless and automated manner. The integration allows for secure eApprovals from clients without leaving the OneVest system, significantly reducing processing time compared to traditional methods. The new feature is designed as both an embedded workflow within OneVest’s own software and as a modular plug-and-play solution that can be integrated into third-party systems such as CRMs or portfolio management tools. This flexibility allows firms to either use the full Workflow experience provided by OneVest or integrate only Schwab's onboarding functionality with their existing tech stack. OneVest emphasizes its open architecture, which enables seamless data flow and eliminates redundant rekeying of client information during account setup. The integration supports various account types including individual, joint, trust, custodial, and retirement accounts.
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Topics: advisor tools digital onboarding fintech wealth management