Feathery Expands Schwab API Connectivity to Enable Fully Embedded Digital Account Onboarding
Account opening remains one of the most time-consuming and operationally painful workflows across wealth management. Advisors and operations teams are often forced to re-enter the same client data across multiple systems, resolve Not-In-Good-Order (NIGO) errors days later, and wait for downstream processes to complete before accounts can be funded and put to work.
Today, Feathery is announcing expanded API connectivity with Schwab that enables fully embedded digital account onboarding directly within the Feathery platform. This new integration allows firms to validate client and account information, generate onboarding envelopes, and submit account opening requests to Schwab programmatically, without requiring advisors to manually use Schwab’s Digital Account Onboarding workflows.
This expanded connectivity builds on Feathery’s existing Schwab integration and marks a major step forward in delivering end-to-end, API-driven account opening workflows inside the tools advisors already use.
Embedded Schwab Account Opening Inside Feathery
With Feathery’s expanded Schwab API integration, firms can digitally open Schwab accounts completely within Feathery. Client and account data collected through Feathery workflows can now be securely validated and transmitted to Schwab to initiate account onboarding without manual re-entry.
This enables teams to:
- Open Schwab accounts directly from Feathery workflows
- Pre-validate client and account information to reduce NIGO errors
- Eliminate duplicate data entry between internal systems and Schwab
- Shorten time to account opening and funding
- Embed account onboarding into broader client onboarding and operational workflows
By using Schwab’s Digital Account Onboarding APIs, Feathery can support fully embedded onboarding experiences, where advisors complete the entire workflow inside Feathery while Schwab processes account opening in the background. This removes the need to context-switch between platforms and helps operations teams move faster with greater accuracy.
Designed for Real-World Advisor Workflows
Feathery’s platform was built to orchestrate complex, multi-step workflows across CRMs, custodians, and internal systems. With this new Schwab API connectivity, firms can:
- Collect client and account data once
- Validate eligibility and required fields before submission
- Automatically create and submit Schwab onboarding envelopes
- Track onboarding status within Feathery
- Trigger downstream workflows such as account funding, documentation, and follow-ups
This approach transforms account opening from a slow, manual bottleneck into a structured, trackable workflow that can be embedded into a firm’s broader onboarding and operational processes.
Built for Scale, Accuracy, and Compliance
Feathery’s Schwab API integration supports multiple digital onboarding approaches, including fully embedded account opening workflows within Feathery. This significantly reduces operational friction while improving data quality and consistency across systems.
By validating client and account information before submission, firms can catch errors earlier in the process, reduce back-and-forth with operations teams, and improve the overall client experience during onboarding.
A Growing Partnership with Schwab
Feathery is proud to be an early partner leveraging Schwab’s Digital Account Onboarding APIs to bring fully embedded account opening workflows to advisors and operations teams.
[Placeholder for Michael's quote]
This expanded connectivity reflects Feathery’s ongoing collaboration with Schwab to help firms modernize onboarding, reduce operational risk, and accelerate time to revenue.
See the Integration in Action
[Placeholder for embedded demo video]
This short demo walks through how advisors can open Schwab accounts directly within Feathery using the new API integration.
What’s Next
Feathery will continue expanding its custodian and platform integrations to enable fully automated, end-to-end workflows across onboarding, account opening, data intake, and ongoing operations. Our goal is to remove friction from the most operationally painful parts of wealth management, so teams can spend less time on manual processes and more time serving clients.
To learn more about Feathery’s solutions for wealth management, visit Feathery.
.svg)
