For new clients joining our firm or current clients looking to add new accounts to their advisory relationship with our firm, we are now offering the use of Schwab’s Digital Account Opening Tool. We have included a link below to the step by step guide shared by Schwab to assist clients in navigating this tool. As always, should a question or concern arise please don’t hesitate to contact our office for assistance.
Schwab Digital Account Opening Guide
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Waterford Advisors, LLC
3858 North Buffalo Street, Suite 2
Orchard Park, New York 14127
Phone: (716) 580-3906
Fax: (716) 580-3913
Email: [email protected]
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Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Copyright 2025 by Waterford Advisors, LLC