Advisor360° Makes Schwab Advisor Services Account Opening Available Natively, Advancing Its Multi-Custodial Offering
Advisors can now pilot an integration that enables them to open Schwab accounts directly from the Advisor360° platform—no DocuSign needed.
Needham, Mass., August 10, 2026—Advisor360°™, the Autonomous Financial Platform™ for advisors, today announced the pilot of Schwab Advisor Services account opening natively through its award-winning Digital Onboarding capability.
Advisors that custody through Schwab Advisor Services™ can now initiate accounts, trigger a digital client envelope for acceptance, and receive new account details back automatically, all without leaving the advisor workflow or exiting the Advisor360° platform. Previously, opening a Schwab account on Advisor360° required advisors to gather data from across systems, generate documents, route signatures through a third-party eSignature provider, and wait for account numbers to return through a separate process.
This new integration eliminates multiple steps in the process to create one straight-through digital workflow. Advisor360° submits the required information directly to Schwab through its new digital onboarding API. Schwab then generates a digital envelope and notifies the client to review and accept terms, and new accounts flow back into Advisor360° automatically.
“Advisors should be able to open accounts without assembling forms, re-entering client information, or moving between disconnected systems,” said Milind Mehere, Chief Executive Officer of Advisor360°. “By making Schwab account opening native to Advisor360°, we’re connecting a critical custodian workflow to the trusted client data already in our platform. It’s another step toward a more AI-native advisor workday, where technology handles the process and advisors can stay focused on their clients.”
The integration is powered by Advisor360°'s Unified Data Fabric®, which connects client and household information across the complete advisor workday. Because the Schwab onboarding integration draws from the same trusted data foundation within Advisor360°, advisors can move from an existing client record to a completed account without creating a separate data trail or duplicating information across systems.
Native account opening builds on the availability of Schwab Advisor Center® single sign-on earlier this year, which gave advisors direct, contextual access to Schwab Advisor Center® from within Advisor360° without re-authenticating. Together, the capabilities deepen Advisor360°’s ability to support firms custodying with Schwab while advancing its broader multi-custodial offering: bringing custodian-specific capabilities into one connected advisor experience while preserving firms’ freedom of choice. This added Schwab integration is part of a broader initiative to expand advisors’ access to Schwab data through the Advisor360° platform.
The Schwab digital onboarding integration will be available for Advisor360° clients to pilot beginning in August 2026.
About Advisor360°
Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction. With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand. To learn more, visit www.advisor360.com.
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