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What’s New on Schwab Advisor Center® – Discover New Platform Capabilities and Learn What’s on the Horizon

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Session Description

Why Attend
We know it can be tough to keep up with all of the tools and processes we introduce throughout the year. Schwab constantly invests in new tools and processes that can help you scale your business and serve clients, and we want you to take full advantage of all of them. Join us as we highlight recent – and upcoming – enhancements that make it easier to onboard new clients, manage their portfolios, help them move money, and more.

Session Details
Join our subject matter expert as he walks you through some of our latest platform enhancements and those we are introducing in the coming months. Topics will include:

  • Improvements to our integrated account open process and a sneak peek at our next-generation digital account opening solution
  • A new feature that will enable you to more easily manage your required minimum distributions
  • A preview of our new status dashboard that will enable you to stay abreast of the transactions you have in process with Schwab
  • A look at our forthcoming digital account maintenance solutions that will enable you to securely obtain client approval and transmit to Schwab

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Schwab Center.   

Additional Information
Not Approved for Credit
Technology Education Session
Session Schedule