New integration will turn Dispatch’s Schwab account opening process into an automated workflow that advisors can complete in minutes
NEW YORK–(BUSINESS WIRE)–#AI—Dispatch, the universal data orchestration layer for wealth management, today announced development of Schwab Advisor Services’™ (“Schwab”) latest digital workflow technology integration to perform API-based account onboarding directly from Dispatch within minutes, removing the need to manually log in to Schwab Advisor Center® or wait multiple day processing time for DocuSign-based account onboarding.
“Almost every firm we speak with says the same thing: account opening is one of their biggest operational nightmares,” said Rafi Lurie, chief product officer at Dispatch. “Advisors repeatedly enter the same data across multiple systems, operations teams spend days correcting Not-In-Good-Order (NIGO) errors and clients wait weeks wondering if their funds will ever move. Schwab’s APIs supercharge Dispatch’s account opening workflow by enabling firms to send data directly from their CRM or other systems into Schwab Advisor Center® – avoiding manual re-entry. This dramatically shortens account opening times, automates operational workflows and works towards eliminating NIGO errors from the start.”
With this new integration, Dispatch will become one of the first platforms to support end-to-end Schwab digital account opening natively within their own platform. The integration moves beyond pre-filling forms to achieve fully automated workflow execution. Without ever needing to leave Dispatch’s interface, advisors can open Schwab accounts in as little as a few minutes, a process that previously could take multiple days via traditional DocuSign-based processing. Account details of those newly opened accounts are also made available almost instantly, eliminating the need for firms to pivot between systems while speeding up their account funding times and time-to-revenue.
“We are excited to have Dispatch as an early adopter of our new Digital Account Onboarding integration. The new API paired with Dispatch’s existing set of workflows will enable advisors to deliver an efficient end-to-end digital experience that best serves our mutual clients,” said Alison Dooher, managing director of Schwab Wealth Services. “Implementing the Schwab digital account opening workflow completely within Dispatch helps reduce duplicate data entry and swivel chair – just another example of how firms like Schwab and Dispatch are focused on helping advisors provide seamless digital experiences, allowing them to spend more time with clients doing what really matters.”
Dispatch has demonstrated that wealth management requires a universal data layer to streamline onboarding, transitions, account opening and data synchronization across advisor systems and custodians. Designed as foundational industry infrastructure rather than a standalone workflow tool, Dispatch supports larger wealth management firms in accelerating time-to-revenue and reducing operational risk through real-time data orchestration.
“This integration is about turning account opening into a predictable, reliable process instead of a bottleneck,” said Rob Nance, chief executive officer at Dispatch. “By fully automating this workflow – from advisor data straight to client signature – we’re enabling firms to operate with unprecedented speed and precision. More importantly, this lays the groundwork for a future where data orchestration drives every aspect of onboarding, transitions and client engagement, which empowers advisory firms to scale effortlessly and deliver truly differentiated service.”
The integration announcement aligns with Dispatch’s broader 2026 product roadmap to operate as an AI-powered data orchestration layer, connecting custodians and advisor technology through a unified data foundation. By treating account opening and transitions as trackable workflows, Dispatch enables advisors and operational teams at firms to replace manual processes and execute consistently while maintaining data integrity, visibility and control.
Dispatch’s enhanced account opening workflows are planned to be rolled out to Early Access clients in Q1 2026. For more information about Early Access, including how to join, visit dispatch.io.
About Dispatch
Dispatch is the universal data layer for wealth management, connecting advisor systems, custodians, and workflows to power onboarding, account opening, transitions, and ongoing operations. By orchestrating data across the advisor tech stack, Dispatch helps firms unlock faster time-to-revenue, reduce errors, and operate at scale. For more information, please follow Dispatch on LinkedIn or visit dispatch.io.
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