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Take Days Out of the New Account Process with Schwab & Orion

July 12 @ 11:00 am - 12:00 pm

We’re constantly looking for ways to help you keep up and improve your day-to-day operations––that’s why we’ve built a digital account opening integration with Schwab that lets you open accounts more efficiently by pushing data directly from Orion into Schwab’s account open workflow, while reducing the chance of errors and the need for manual data entry. Join this webinar to see how the process that used to take days now takes just minutes, giving you more time to focus on your clients.

Details

Date:
July 12
Time:
11:00 am - 12:00 pm
Event Category:
Registration:
https://orionadvisor.zoom.us/webinar/register/WN_dsyBWAbjRw-3H2L24g_2kg

Organizer

Orion Advisor Services

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