Feathery Launches Industry-First One-Click Schwab Account Opening via API

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SAN FRANCISCO--(BUSINESS WIRE)--Mar 9, 2026--

Feathery, the AI data intake and workflow automation platform for wealth management, today announced the launch of the first account opening solution to fully support one-click Schwab account opening via API, enabling advisory firms to create Schwab accounts directly from Feathery workflows without manual re-entry or system switching.

Account opening remains one of the most time-consuming processes for wealth management firms. Advisors and operations teams frequently enter the same client information across multiple systems, generate custodial PDFs only to discover Not-In-Good-Order (NIGO) errors days later, delaying account funding and onboarding.

Using Schwab’s Digital Account Onboarding APIs, Feathery enables firms to validate client data, generate onboarding envelopes and submit account opening requests to Schwab within a single workflow. This integration allows advisors and operations teams to complete Schwab account opening directly from their onboarding workflows.

The launch builds on Feathery’s Schwab integration and extends it to fully API-driven workflows.

“Wealth management firms shouldn’t have to rely on fragmented systems and manual entry to open accounts,” said Zack Khan, co-founder of Feathery. “By connecting directly to Schwab’s APIs, we’re helping firms streamline one of the most complex parts of onboarding so advisors spend less time managing processes and more time serving clients.”

With the expanded integration, firms can:

• Open Schwab accounts directly from Feathery workflows
• Pre-validate client and account information to reduce NIGO errors
• Eliminate duplicate data entry across systems
• Accelerate time to account opening and funding
• Embed custodian onboarding into broader client workflows
• Streamline M&A and transitions for Schwab accounts

Feathery’s platform orchestrates workflows across CRMs, custodians, financial planning tools and 150+ integrations, enabling firms to collect client information once, validate required fields before submission, and track onboarding status throughout the process.

The Schwab API integration represents a step toward fully automated client onboarding across the wealth technology ecosystem, reducing operational friction and improving onboarding data quality.

About Feathery

Feathery provides an AI data intake and workflow platform for wealth management firms. The platform enables advisors and operations teams to automate M&A, transitions, client onboarding, account opening, and maintenance workflows across CRMs, custodians and internal systems. By orchestrating data and workflows across the technology stack, Feathery helps firms reduce manual work, improve data accuracy and accelerate time to account funding. For more information, please follow Feathery on LinkedIn or visit https://www.feathery.io/.

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CONTACT: FeatheryZack Khan

[email protected] Dun

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KEYWORD: CALIFORNIA UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: SOFTWARE FINANCE ASSET MANAGEMENT ARTIFICIAL INTELLIGENCE BANKING PROFESSIONAL SERVICES TECHNOLOGY FINTECH

SOURCE: Feathery

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PUB: 03/09/2026 07:20 PM/DISC: 03/09/2026 07:20 PM

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