How to Open a Schwab Account from Advyzon | Scribe

    How to Open a Schwab Account from Advyzon

    • 11 Financial |
    • 13 steps |
    • 35 seconds
    1
    Navigate to [https://main.yhlsoft.com/home/v2/apps#/dashboard/dashboard](https://main.yhlsoft.com/home/v2/apps#/dashboard/dashboard)
    2
    Click the "Search" field.
    3
    Type in your client's name
    4
    Click on your client's profile
    5
    Click here.
    6
    Click "Open Account"
    7
    Review this section to make sure your master account and owner(s) are entered correctly
    8
    Click "OK"
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    You will now be redirected to Schwab Advisor Center.
    9
    You should see the following message:
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    Helpful Guide on "How to Open an Account on Schwab" <https://drive.google.com/file/d/1unU9aDT9xNjlUFIxgFGYEmg403B-YDJH/view?usp=sharing>

    Using the Status Tracker to Track Account Activity

    10
    Navigate to [https://main.yhlsoft.com/auth//users/sign_in?scope=auth&redirect_uri=https%3A%2F%2Fmain.yhlsoft.com%2Fhome%2F&_gl=1*1jw1yim*_ga*ODUzNTg2NzUxLjE2OTkzNjYyMzk.*_ga_LKFZ6035M8*MTY5OTM2NjIzOS4xLjEuMTY5OTM2NjQzNC42MC4wLjA](https://main.yhlsoft.com/auth//users/sign_in?scope=auth&redirect_uri=https%3A%2F%2Fmain.yhlsoft.com%2Fhome%2F&_gl=1*1jw1yim*_ga*ODUzNTg2NzUxLjE2OTkzNjYyMzk.*_ga_LKFZ6035M8*MTY5OTM2NjIzOS4xLjEuMTY5OTM2NjQzNC42MC4wLjA).
    11
    Click here.
    12
    Click "Status Tracker"
    13
    From here, you can monitor your new account setup and activity status.