![]() ![]() Screen shots are for illustrative purposes only, may be historical in nature, and should not be used as a basis for any investment decision. ![]() For general educational purposes.Īny investments reflected are for illustrative purposes only and are not intended to be nor should they be construed as a recommendation to buy, sell, or continue to hold any investment. We hope that Schwab Alliance continues to complement the working partnerships you have with your clients and that these changes make it even easier for them to find the information they need.įor advisor use only. ![]() A new Support icon provides a quick way for clients to find assistance or to contact a Schwab representative.Some topics have been rearranged to give clients an at-a-glance understanding of more important subtopics. Navigation has been consolidated to the top of the page and now has more concise labels.Clients can update contact and beneficiary information, as well as adjust profile settings, security features, alert settings, and more. The new Profile icon now gives your clients a simple all-in-one place to manage personal information and customize account preferences.And with our three levels of customization, you can assign a view that allows a client to deposit funds or, in some cases, withdraw funds from their account. Transfers & Payments is now the default page your clients see first. We elevated Move Money to the main top-level navigation for quicker access.In response to your feedback, learn what we've done to make your clients' experience even better: We have made key changes to the Schwab Alliance navigation to give your clients easier access to popular topics and the key resources they use most. Our interactive guide has been updated with information about these new enhancements, including a step-by-step walk-through of a client's experience when using Schwab Alliance or SMS/KBA authentication to verify their identity during the approval process. The most notable of these improvements are the new template groups that help you organize envelopes based on actions (like opening accounts or account maintenance) when the same signers are required for all forms. We have also made several enhancements to the workflow itself to make it even easier to use DocuSign on Schwab's platform. To choose SMS only, open the DocuSign console, go to the Identity Verification dropdown menu that appears under each signer, and choose SMS. Please note: You can temporarily change this authentication method within the workflow to enable clients to verify through SMS only, but we will be making the SMS/KBA combination mandatory in the future. Clients who don't currently have active credentials can create them without leaving the DocuSign environment.įor clients who choose not to use Schwab Alliance for authentication, we have reinstated pairing of text-based (SMS) and knowledge-based authentication for envelopes created through the Schwab Advisor Center DocuSign workflow or the DocuSign console. This change is required to maintain our strong security standards and to protect firms and clients from active fraud attempts specifically targeting SMS-based authentication for DocuSign approvals. Now clients can use their existing Schwab Alliance credentials in the DocuSign workflow to authenticate themselves. The next major enhancement to DocuSign on Schwab Advisor Center is here. Quick links: Various topics will rotate in this section throughout the year, spotlighting key information, learning opportunities, and available actions.Your clients can now review their messages without having to navigate to the Message Center for their time-sensitive communications. Message highlights: The messaging module, which highlights important client communications, is conveniently accessible on the Accounts Summary page.This new upgrade reinforces your branding across devices and delivers a consistent experience for your clients. Advisor branding across devices: Along with the desktop experience, the mobile app has been updated to prominently display your logo and contact information on key pages.The new layout focuses on getting your clients the most useful information they need right away and displays important messages, frequently used links, and your logo and contact information-now available on both the Schwab desktop and mobile experiences. We've redesigned the Schwab Alliance Account Summary page to deliver a modernized experience for your clients. ![]()
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