Jump launches AI-assisted real-time account opening with Schwab and Fidelity support

Jump's new capability lets advisors complete, validate, and sign account-opening workflows within a single client meeting, drawing on data from meetings, documents, forms, and CRM systems. It supports Schwab Advisor Services and Fidelity (via Dispatch), and Jump says it is the first AI platform for advisors to offer real-time account opening across either custodian. Citing Dispatch research, Jump estimates the workflow cuts roughly two to three hours of manual work to about 10 minutes, returning around 65 hours annually for practices opening 30 accounts. Availability is limited beta, with enterprise rollout pending home-office approval.

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