Who can use this?
Onboard users
With Jump Onboard, users can use previously collected data Jump has access to and open an account in Schwab. This data can come from meetings, forms, and various other sources within Jump.
Opening a Schwab account from Jump
Navigate to Accounts in the left side panel of Jump
Click + Open accounts
The Open accounts panel will appear.
Select who the account will be on the behalf of. This can be an individual or a household.
Select Schwab in the Custodian dropdown.
Select the account type you would like to open in the Accounts section.
Select Schwab in the Delivery method panel.
Click Continue. Jump will review the information available for the client or household and automatically pre-fill the relevant account opening fields.
Review the information Jump provides and once you’re ready, click Review and send.
The Send to Schwab panel will appear. Click Send now to deliver the account documents to your client.
Frequently Asked Questions (FAQs)
Does Account Opening with Schwab coincide with Schwab's Digital Onboarding workflow?
Yes, for the most part. By using this feature, you are creating Schwab Digital Account envelopes which get sent directly to the client from Schwab. However, Schwab's APIs don't have the full set of capabilities that is available within Schwab's platform natively (such as secondary forms). Support for secondary forms via Docusign will be available soon.
Does document intelligence pull line-by-line holdings from an account statement into eMoney, or just account-level info (type, title, value)?
Document Intelligence can extract line by line holdings; however, eMoney doesn't support pushing those holdings into their system. But most all other fact types with details (besides holdings) can be pushed to eMoney. New features to address this will be available soon.
Can Jump flag and reconcile discrepancies if two statements are uploaded for the same account?
Not yet, but that feature will be available soon. The current flow is linear, document-by-document review where users push updates to eMoney for the whole document and then move onto the next. If there is a discrepancy between the subsequent document and an earlier document whose data was pushed to eMoney then the user will be able to review the differences when processing the second document.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]