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Custodians integration
Schwab
Connected to your client work.
Bring Schwab account data into the household view by linking custodian accounts to existing households in Investipal.
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Schwab
InvestipalCustodian accounts
Trusted by leading advisory firms
Inside the workflow
Connect accounts to the household.
Bring custodian account data into the client picture.
Bring in custodian account data.
Use the Schwab custodian account connection in Investipal.
Link accounts to existing households.
Match unassigned custodian accounts to the relevant households.
Review the household picture.
Use the linked account data alongside the client information already in your workflow.
A few things to know.
What does the Schwab connection do?
Bring Schwab account data into the household view by linking custodian accounts to existing households in Investipal.
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