IncomeConductor makes creating and tracking your clients’ retirement plans simple and compelling, and automating that tracking is even easier now that direct client account feeds are now available from Charles Schwab!
User can authorize the connection from the Schwab Advisor Center in just minutes to begin feeding their FA Master Account data into clients’ IncomeConductor income plans.
What benefits does linking Schwab accounts to clients’ IncomeConductor plan bring?
- Automate nightly updates to account positions and values
- Seamlessly track the progress of client retirement income plans
- Receive alerts of opportunities to protect clients’ future income
- Save hundreds of hours a year on client review report creation
Want a personalized demo of how IncomeConductor can incorporate your Schwab client accounts in their income plan?
About Charles Schwab
At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.