• Open New Account(s) or Link Existing Account(s)

    Use this form to provide all details of new accounts to be opened or linked. Sapphire Support will prepare and send forms to your client via Schwab's Digital Workflow (DWF) or Docusign for signature. A Wealthbox task will be created for this request, where you’ll receive updates. If needed, upload any supporting documents either to the client's Box folder or attach to the Wealthbox task.
  • Does your client meet any of the following criteria?*
  • Is there an additional client?*
  • Does your additional client meet any of the following criteria?*

  • New Account Information

  • Do you need to open new account(s) or link existing account(s)? Please select all that apply:*
  • What type of account(s) would you like to open? To add multiple accounts, click "+ Add Account".*

  • Link Existing Schwab Account(s)

    Add Investment Advisor authority to existing Schwab account(s) via LPOA
  • What account(s) would you like to link? To add multiple accounts, click "+ Add LPOA".*

  • Account Features

    Please provide details for transfers, beneficiaries, or standing authorizations in the sections below

  • Transfers

  • Do you need to add transfer info?*
  • Please enter transfer information below. To add multiple transfers, click "+ Add TOA".

  • Beneficiaries

  • Do you need to add beneficiary info?*
  • Please enter beneficiary information below. To add additional beneficiaries, click "+ Add Beneficiary".*

  • MoneyLink / Standing Authorizations

  • Do you need to set up MoneyLink / standing authorizations?*
  • Please enter MoneyLink information below. To add multiple MoneyLinks, click "+ Add MoneyLink".*

  • Special Instructions

  • Any billing restrictions?*
  • Should these accounts be added to an existing Orion Household?*
  • Should be Empty: