OneVest Goes Live with Schwab Advisor Center® Digital Onboarding Integration

OneVest has incorporated Schwab's digital onboarding into their core offering, including OneVest Workspace and pre-built integration modules that users can incorporate into their own tech stacks.

NEW YORK, Sept. 28, 2026 /PRNewswire/ -- OneVest today announced a new integration with Schwab Advisor Center, bringing paperless, automated account opening directly into its Workspace wealth operating system. Advisors using OneVest can now initiate Schwab account opening, send a secure digital envelope to an end-client to eApprove, and track approval within minutes – all without ever leaving the OneVest platform. The process can be kicked off with either an automated agentic workflow within Workspace or an intuitive, advisor-guided setup.

The new offering opens up OneVest's underlying connectivity as a plug and play provider of Schwab's digital onboarding integration and provides flexible deployment options:

For Advisors: Streamlined account opening inside the OneVest Workspace.

For Enterprise Tech Teams: Pre-built Schwab integration module that can run in CRMs, portfolio management systems, or in-house platforms.

"Every custodian integration in this industry gets built once and locked inside one piece of software," said Amar Ahluwalia, CEO and Co-Founder of OneVest. "We built ours to be an on-ramp, not a walled garden. If a firm wants our workflow, great. If they want to keep the interface they already spent years building and just plug our connection into it, that works too. That's the difference between owning a feature and owning the infrastructure."

"OneVest's workspace will completely elevate our advisor experience at Merit," said Brian Green, Chief Product Officer at Merit Financial Advisors. "Integrating Schwab's digital account onboarding directly into the advisor workflow removes traditional paperwork bottlenecks, enabling our team to open client accounts in minutes rather than days. The speed at which OneVest ships product is remarkable. Their engineering velocity and commitment to innovation make them one of the finest tech partners in wealth management."

How It Works

The integration delivers automated account opening and status tracking by connecting client and account data from Schwab Advisor Center. The same flow covers individual, joint, trust, custodial, and retirement account types, with no rekeying into Schwab Advisor Center required.

"The account opening problem in this industry was never really a UI problem; it was a plumbing problem," said Nathan Di Lucca, Co-Founder and CTO of OneVest. "Firms don't want to be told to rip out the system they built. They want the pipe. So we built the pipe, tested it against our own product first, and now we're making it available to anyone who needs it."

Because the Schwab integration can be initiated by OneVest's agentic platform, it isn't just a faster form, it's a connection point for agentic workflows. Onboarding agents help advisors pre-fill the account information from data already on file, flag missing information before it reaches the client, and route the envelope for approval automatically.

OneVest is also modular, so firms can start with Schwab digital onboarding alone and add other solutions, from client management to supervision, as they need them, without a rebuild.

Availability

Schwab digital onboarding is available now to OneVest clients. Enterprise firms interested in the Schwab onboarding integration can contact the OneVest team to discuss implementation into their existing technology stack.

About OneVest

OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system. By advancing fragmented legacy software with an AI-native platform built for agentic execution and firm-wide collaboration, OneVest enables firms to operate with greater speed, control, and scale. Its open architecture deploys intelligence across the enterprise, transforming operations and freeing advisors to grow. OneVest serves financial institutions across the U.S., Canada, and global markets.

SOURCE OneVest Technologies Inc.