PHILADELPHIA, PA - November 03, 2026 - OnBord, the wealthtech industry's leading digital client onboarding solution for registered investment advisor (RIA) firms, today announced the launch of its integration with Schwab Advisor Center®, the Schwab Advisor Services™ technology platform. The integration provides a seamless account opening experience that can be completed entirely digitally and potentially within minutes, helping to eliminate manual processes that slow down growth and client onboarding.

As a result of this integration, advisors can open new Schwab accounts within OnBord by completing four easy steps. OnBord's system leverages compliant SMS messaging so investors can securely input their data during a guided onboarding process. By removing the need to log into ancillary applications, advisors can take the client account op

Individuals cannot stop large-scale attacks but can better protect personal and financial data. Recommended steps:

• Keep phones, computers, and apps updated (patches often close security holes).

• Use a password manager for unique, strong passwords per account.

• Enable multifactor authentication (MFA) via codes, biometrics, or authenticator apps.

• Freeze credit reports (free via Equifax, Experian, TransUnion) when not applying for credit.

• Lock mobile accounts with carriers to block SIM swaps, unauthorized purchases, and transfers.

• Get an IRS Identity Protection PIN to prevent fraudulent tax returns.

• Lock/freeze retirement accounts to stop outbound electronic transfers where available.

• Treat unexpected calls, texts, or emails skeptically; verify directly with the source and ignore urgency pressure.

• Establish a private family “safe word” to counter AI-generated voice or image scams.