---
title: Opening a Schwab Account
description: Open a new Schwab brokerage account for a client without leaving Zeplyn — just ask!
---
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1. [Zeplyn Help Center](https://kb.zeplyn.ai/en-us/zeplyn-help-center?hsLang=en-us)
2. [Integrations](https://kb.zeplyn.ai/en-us/zeplyn-help-center/integrations?hsLang=en-us)
# Opening a Schwab Account
## Open a new Schwab brokerage account for a client without leaving Zeplyn — just ask!
Zeplyn's Schwab integration lets you start a client's account opening directly from Ask Zeplyn (Zeplyn Agent Nexus). Rather than re-keying everything into Schwab's digital onboarding portal, you ask Zeplyn to open the account and the agent prefills the onboarding form using information it already has — from your connected systems, meeting notes, and uploaded documents — so you only complete what is missing and send it to your client for signature.
Who can use it
- Firms with the **Schwab (Advisor Services)** integration connected. Any user with valid Schwab Advisor Center (SAC) credentials can connect it!
- Advisors using **Ask Zeplyn (Zeplyn Agent Nexus)**.
If you are not sure whether your firm is connected, check the Integrations settings or reach out to the Zeplyn team.
How Zeplyn gathers the details
Schwab's account-opening form has a lot of fields. You do not need to gather them all yourself. Because you are working in Zeplyn Agent Nexus, the agent can look up what it needs from the systems and documents already connected to the client:
- Information already in your **CRM**, **meeting notes**, and other **connected systems**
- Details in any **uploaded documents** (for example, a client's ID or intake form)
- Anything you include directly in your prompt
The agent prefills whatever is available and leaves the rest for you to complete. The form typically covers the client's name and employment, residential address, contact number and email, citizenship and country of residence, government ID (type, number, issuing state/country, issue and expiration dates), date of birth, SSN, source of funding, and the Schwab master account number and account reference.
**Opening an Account**
1. Open *Ask Zeplyn*on the corresponding client's profile in Zeplyn
2. Ask Zeplyn to open the account, naming the account type. For example:*"Open a \[account type\] for the client on Schwab."*
3. Zeplyn renders the onboarding form, prefilled with the details it found in your connected systems, uploaded documents, and meetings.
4. Review every field and complete anything missing. If you need to supply more detail, add it in a follow-up prompt or upload a document for the agent to read. This creates a real account-opening request with Schwab, so accuracy matters here.
5. Send the onboarding envelope to the client. Your client completes any required e-signature to finish opening the account.
**Tip:** Always review the rendered form before sending. Confirm the client's legal name, SSN, ID details, and the master account number match your records exactly — these are the fields Schwab validates most strictly.
Troubleshooting
**"Schwab isn't connected for your firm."** The Schwab integration has not been connected yet. Any user with valid Schwab Advisor Center (SAC) credentials can connect it from the Integrations settings. Until then, onboarding and custodian data are not available.
**The account is not associating with the right client.** Make sure you started the request from the correct client's context, and double-check the **master account number** and **account reference** in the rendered form.
**A field did not populate.** The agent only prefills what it can find in connected systems, uploaded documents, or your prompt. Add the missing detail in a follow-up prompt or upload a document with it, then review the form again. Every required field must be filled before the envelope can be sent.
*For additional questions, please reach out to [support@zeplyn.ai](mailto:support@zeplyn.ai).*
- [Getting started](https://kb.zeplyn.ai/en-us/zeplyn-help-center/getting-started?hsLang=en-us)
- [Integrations](https://kb.zeplyn.ai/en-us/zeplyn-help-center/integrations?hsLang=en-us)
- [FAQs](https://kb.zeplyn.ai/en-us/zeplyn-help-center/faqs?hsLang=en-us)
- [Zeplyn Agent Nexus](https://kb.zeplyn.ai/en-us/zeplyn-help-center/zeplyn-agent-nexus?hsLang=en-us)
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