Schwab Advisor Center Integration for Salesforce

Formerly known as the Gateway for Salesforce app, the new Schwab Advisor Center Integration for Salesforce app includes the same functionalities as before, but with expanded access to include clients of Sales Cloud and Financial Services Cloud. The refreshed app gives you a simpler, more flexible way to download key account data, open accounts, and update client addresses, enabling you to choose the level of data customization and interaction that best serves your clients while helping you manage your business. With integrated workflows, you can use the client data you already have to open new Schwab accounts or update client addresses. Ready to get started? Click the Get it Now button, complete the form (or review, if already pre-filled), and submit it. Our team will reach out to you within a business day to help you get started.