Open a Schwab account from Jump

Navigate to Accounts in the left side panel of Jump

Click + Open accounts
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The Open accounts panel will appear.
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Select who the account will be on the behalf of. This can be an individual or a household.
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Select Schwab in the Custodian dropdown.
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Select the account type you would like to open in the Accounts section.

Select Schwab in the Delivery method panel.
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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.
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The Send to Schwab panel will appear. Click Send now to deliver the account documents to your client.
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