Schwab Digital Workflows Onboarding Guide

Getting accounts opened and set up is a lot smoother with Schwab’s Digital Onboarding (DWF) tool. It helps cut down on paperwork errors, avoids delays, and makes the whole process easier for both you and your clients.

You can check out Schwab’s Digital Onboarding Guide for a deeper dive—start with page 34 for a walk-through of the client experience.

They’ve also put together a short video overview that shows exactly what clients will see, step-by-step.