Charles Schwab



Automatically open Schwab custodial accounts and sync client information.

What you need


Charles Schwab is a financial services company that offers a broad range of services including brokerage, banking, wealth management, and financial advisory services to both individual investors and institutions. It's known for providing clients with low-cost access to stock, bond, and mutual fund investments, along with research and tools to help them make informed investment decisions.

Custodial account openings on platforms like Charles Schwab allow wealth managers and advisors to open investment accounts for clients. These accounts are managed by the custodian to save for the client's future expenses, like retirement or other significant life events, while potentially growing the investments over time.


Using Charles Schwab offers a comprehensive range of financial services including various investment options, personalized investment advice, and advanced trading platforms. Clients can benefit from competitive pricing, extensive research resources, and a strong commitment to customer service. Schwab's wide array of financial products and services caters to different investor needs, from beginners to experienced traders, making it a versatile choice for managing investments.


Before using Charles Schwab, consider your investment goals and whether Schwab's services align with them. Evaluate their fee structure, account minimums, and the range of investment options available. Also, consider the level of customer support and advisory services you need, as well as how comfortable you are using online platforms for managing your investments.

How to set up

Navigate to the Feathery form that you want to connect to Charles Schwab. Click on the Integrations tab.

Open the Charles Schwab integration and set up your Schwab authentication information.

Choose what Feathery fields to use to set up accounts, sync information, and prefill from Schwab profiles.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector


This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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