Dispatch Announces Upcoming Early Access to Industry-First Automated Schwab Account Onboarding API
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Dispatch (2026, February 11). Dispatch Announces Upcoming Early Access to Industry-First Automated Schwab Account Onboarding API. Business Wire.
Dispatch has announced an upcoming early access program for its new API designed to automate the account onboarding process for Charles Schwab.
The solution aims to eliminate manual data entry and streamline the traditionally complex workflow of opening and funding new brokerage accounts.
By leveraging this automated API, wealth management firms can significantly reduce the administrative burden on operations teams and improve the client experience.
The platform provides real-time status updates and direct integration with Schwab’s systems to ensure data accuracy and compliance during the transition.
Dispatch’s technology is built to serve independent software vendors and wealth management firms looking to scale their digital infrastructure.
This development represents a significant step in the industry-wide effort to digitize back-office functions and provide straight-through processing for financial advisors.
Interested firms are invited to join the waitlist for the early access program to begin testing the integration ahead of a broader market release.