Advisor360° announced a pilot integration that makes Schwab Advisor Services account opening available natively within its Digital Onboarding capability. Advisors custodying with Schwab can now initiate accounts, trigger a digital client envelope for acceptance, and receive new account details automatically without leaving the Advisor360° platform, eliminating the previous multi-step process that required gathering data from separate systems and routing signatures through a third-party provider. The integration uses Schwab’s new digital onboarding API and Advisor360°’s Unified Data Fabric to create a straight-through workflow, building on the earlier availability of Schwab Advisor Center single sign-on. The pilot begins in August 2026 and is part of a broader initiative to expand advisors’ access to Schwab data while advancing Advisor360°’s multi-custodial offering.
Charles Schwab CorpSchwab's new digital onboarding API is integrated, expanding advisor access to its data and services.
Advisor360° pilots native Schwab account opening, enhancing its platform's capabilities and multi-custodial offering.
