<img src="https://ml.globenewswire.com/Resource/Download/f4ddec61-7313-4326-bb1d-d305fc01a04f?size=2" nborder="0" align="left" hspace="5" vspace="5" title="A360_lockup_color (3).png" alt="Advisor360"/>Advisors can now pilot an integration that enables them to open Schwab accounts directly from the Advisor360° platform—no DocuSign needed.NEEDHAM, Mass., Aug. 10, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=gDxbhgV_s7BbrY--d_MeXAHC39ENI90VGxhwI94AMIL7N-iN8M5WxIrRWlByzuPXRlhcUcQn3kS7J9ChaDV_tHnx6fi0LlNFvHiBLLOnnwc=" rel="nofollow" target="_blank" title="">Advisor360°™</a>, the Autonomous Financial Platform™ for advisors, today announced the pilot of Schwab Advisor Services account opening natively through its award-winning Digital Onboarding capability. Advisors that custody through <a href="https://www.globenewswire.com/Tracker?data=Wbzxj6ByUgGp5BZzD1ENXrUFxV9heGJMDpdLRJW9EQau8_Hy2qP_QRBQR6KAbu9Axi0LwJz8pkKnNL7ETMLw9zh5y5XpmZSSfKR202LMGqEciHKe_1XPLClDc0Gy18yKXSBAEcZvEJHPe861jFnv0wedgk-Iv6DCYwaURQta5fGiC5ltCHrpcAquCLDq1oRrEqSN0o5sO7i0kAAVcUflMbWL8tLhgw3Bs8pONqot2w6Ot-Ait8b7FkhFFYrThulzcJcaaYpo5jGtz8mW-0RxxcItTcwJie5IJk9wb4Z_mb7J2wxmpuWOwafYFz5BasyoRFyOT_BUhnMc-OrKx04ORbvkl6rq6fm_zpMF6sGFHIyWeQEytdjalzLv4zwI5sag" rel="nofollow" target="_blank" title="">Schwab Advisor Services</a>™ can now initiate accounts, trigger a digital client envelope for acceptance, and receive new account details back automatically, all without leaving the advisor workflow or exiting the Advisor360° platform. Previously, opening a Schwab account on Advisor360° required advisors to gather data from across systems, generate documents, route signatures through a third-party eSignature provider, and wait for account numbers to return through a separate process. This new integration eliminates multiple steps in the process to create one straight-through digital workflow. Advisor360° submits the required information directly to Schwab through its new digital onboarding API. Schwab then generates a digital envelope and notifies the client to review and accept terms, and new accounts flow back into Advisor360° automatically. “Advisors should be able to open accounts without assembling forms, re-entering client information, or moving between disconnected systems,” said Milind Mehere, Chief Executive Officer of Advisor360°. “By making Schwab account opening native to Advisor360°, we’re connecting a critical custodian workflow to the trusted client data already in our platform. It’s another step toward a more AI-native advisor workday, where technology handles the process and advisors can stay focused on their clients.” The integration is powered by Advisor360°'s Unified Data Fabric®, which connects client and household information across the complete advisor workday. Because the Schwab onboarding integration draws from the same trusted data foundation within Advisor360°, advisors can move from an existing client record to a completed account without creating a separate data trail or duplicating information across systems. Native account opening builds on the availability of Schwab Advisor Center® single sign-on earlier this year, which gave advisors direct, contextual access to Schwab Advisor Center® from within Advisor360° without re-authenticating. Together, the capabilities deepen Advisor360°’s ability to support firms custodying with Schwab while advancing its broader multi-custodial offering: bringing custodian-specific capabilities into one connected advisor experience while preserving firms’ freedom of choice. This added Schwab integration is part of a broader initiative to expand advisors’ access to Schwab data through the Advisor360° platform. The Schwab digital onboarding integration will be available for Advisor360° clients to pilot beginning in August 2026. About Advisor360° <a href="https://www.globenewswire.com/Tracker?data=gDxbhgV_s7BbrY--d_MeXLyPtw8jMkMrcRh0LMITw4lKzx1F_q78RKXmJyVirUNvIFOM4Gkz-nO5LMdY459Kc4rcPctBbkyIg2mhom5JVUM=" rel="nofollow" target="_blank" title="">Advisor360°</a> is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction. With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand. To learn more, visit <a href="https://www.globenewswire.com/Tracker?data=WcPzXL2cLTG6nhxYP3w5uBboQsZsiCZTNtRwzv8iwikSodin41HtajMeuq7YTsC2iaT8wqTuTWVqcTvvjjpK7QOdT_F9s_s5CUjSD7aOjGI=" rel="nofollow" target="_blank" title="">www.advisor360.com</a>. <pre>CONTACT: MEDIA CONTACT

For Advisor360°
Ray Hennessey
VOCATUS
rh@vocatusllc.com</pre> <img alt="" src='https://ml.globenewswire.com/media/YWM5NTMxMGMtYzQzOC00ZTZkLWE4ZWUtYTAwNjVhMmJlN2JhLTUwMDE2MzU3MC0yMDI2LTA4LTEwLWVu/tiny/Advisor360.png' referrerpolicy='no-referrer-when-downgrade' />

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Advisor360° Makes Schwab Advisor Services Account Opening Available Natively, Advancing Its Multi-Custodial Offering

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