OneVest Integrates Schwab Advisor Center Digital Onboarding
OneVest has embedded Schwab's digital onboarding into its platform, expanding connectivity options for advisors and their technology stacks.
OneVest has launched a new integration with Schwab Advisor Center, embedding Schwab's digital onboarding capabilities directly into its core platform, the company announced on Sept. 28, 2026, in New York.
The integration covers OneVest Workspace and includes pre-built modules that clients can plug into their existing technology stacks, lowering the engineering burden for advisory firms seeking to connect with Schwab's custodial infrastructure.
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By folding Schwab's onboarding workflow into its own system, OneVest positions itself as a connective layer between wealth management software and one of the largest custodians in the United States, potentially accelerating account-opening timelines for end investors.
The move reflects a broader industry trend in which wealthtech providers compete to deepen custodian integrations, as registered investment advisors demand more seamless, end-to-end digital experiences for prospective clients. Pre-built integration modules are particularly attractive to smaller RIA shops that lack dedicated development teams.
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