custodian Integration
Jump +Schwab
Charles Schwab is a leading custodian for independent financial advisors. Connect Schwab to Jump to bring custodian account data, alerts, and in-flight service updates directly into pre-meeting prep so advisors walk into client conversations with up-to-date account visibility.
Key Benefits
Real-time custodian visibility
See account alerts, status updates, and beneficiary information before meetings without logging into multiple systems.
Stronger operational awareness
Track account openings, transfers, and service requests so client conversations reflect current progress.
More complete client context
Combine Schwab custodian data with CRM and meeting history in one workspace.
Faster preparation
Spend less time running custodian reports and more time preparing for the discussion ahead.
Feature Details
Custodian data in pre-meeting prep
Schwab account and account holder information appears directly in Jump’s pre-meeting prep experience.
Alerts & notifications
View Schwab alerts including corporate actions, account activity, and important notices.
In-flight workflow tracking
See the current status of account openings, asset transfers, money movements, and service requests.
Beneficiary information
Access beneficiary structure, designation types, and allocation details.
Secure OAuth connection
Authenticate securely using Schwab’s OAuth flow.
How it Works
Connect Schwab to Jump
Complete a secure OAuth authentication from Jump’s integrations settings.
Link clients automatically
Schwab clients are matched to existing Jump contacts when possible.
Prepare with custodian context
Account data, alerts, and in-progress workflows appear in pre-meeting prep.
Resources
Onboarding Webinar
Join a live, daily walkthrough to get set up and ask questions in real time.
Customer Support
Get account help, product support, or give feedback.