What's New at Jump - September 2026
Jump | September 2026
September brings big upgrades across Jump, including AI-powered real-time account opening that helps advisors open accounts in minutes, a fresh Android experience with AI Associate, and new compliance capabilities that simplify tracking. With our latest integrations, more of your client context is right where you need it, so you can spend less time switching tools and more time moving relationships forward. Here’s everything that’s new.
Onboard
Real-Time Account Opening
Open a Schwab or Fidelity account live during a client call, turning days of client back-and-forth and NIGO rework into capacity for more households. Jump uses client information from meetings, documents, Smart Forms, and your CRM to prepare an account application before the client meeting, then fills in the remaining details live, validates the application, and sends it through Docusign for signature.
Please note: This feature may not be available at all firms and requires upgrading your Jump subscription to include the Onboard product. Please contact your Broker-Dealer regarding feature availability and approval.
Mobile
Android App Revamp
We’ve upgraded the Jump Android app with a fresh new look and powerful new tools, including the AI Associate, richer meeting details, streamlined automations, and intuitive task management. Android users now get a seamless, reliable experience with enhanced Meeting Prep, accurate follow-ups, and robust recording stability without feature gaps between platforms.
Security & Compliance
Label Updates to Capture Mode Settings
We’ve updated the capture mode labels in Compliance Settings > Meeting Data > Capture & Storage to more clearly articulate our recording options: Summary Only is now No Recording, and Audio & Video is now Recording. This is a terminology update only. There is zero impact on your actual meeting capture settings or behavior.
Review Jump's compliance policies
Pre-Meeting Prep Attestation
Firms can now turn on Pre-Meeting Prep Attestation, enabling advisors and assistants to easily check a box confirming they reviewed pre-meeting prep prior to client meetings for compliance tracking. This provides a clean, trackable audit trail for your compliance team without adding friction to your pre-meeting routine.
Please note: This feature may not be available at all firms. Please contact your Broker-Dealer regarding feature availability and approval.
Expanded SCIM metadata in API
Enterprise API endpoints now expose SCIM user metadata and contact record IDs, allowing enterprise teams to automatically reconcile Jump users and meeting participants against their internal CRM and identity systems without manual lookups.
Integrations
Genesys Cloud Integration
Jump now ingests completed Genesys Cloud calls so advisors can maintain a single, comprehensive meeting record across all client interactions. By capturing phone conversations automatically, advisors save post-call manual work and gain richer context for follow-ups.
Please note: This feature may not be available at all firms. Please contact your Broker-Dealer regarding feature availability and approval.
TradePMR Integration
Advisors on TradePMR by Robinhood’s Fusion platform can now connect once and bring a client's live accounts, balances, positions, and tax lots into Jump's meeting prep and AI Associate. Before your next client meeting, current account context is ready for you in Jump, giving advisors time back to focus on their client conversations.
Please note: This feature may not be available at all firms. Please contact your Broker-Dealer regarding feature availability and approval.
Black Diamond Integration: Deeper Portfolio Context
Jump’s expanded Black Diamond integration now pulls in cost basis, unrealized gains/losses, client timeline posts, and portfolio groupings alongside basic account data. This allows Jump’s AI Associate and Prep features to surface deeper financial context directly, saving advisors from switching to Black Diamond during pre-meeting prep.
Salesforce Integration: Calendar Event Matching
Jump now automatically links meetings to their original Salesforce Event for note syncing and post-meeting automations. This eliminates repetitive manual selection and prevents notes from being attached to the wrong event, streamlining post-meeting workflows for high-volume teams.
For more on our integrations, visit our integrations hub.
Have questions about any of these features?
Reach out to your Jump Account Manager or visit our Help Center to learn more.