Tell your agent what you need in a message or voice note. It can work in Schwab for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Schwab agent, follow up on our discussion and make the updates.
Schwab agent
Done. It’s all in Schwab.
Automate Workflows with Schwab
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Schwab.
Your agent, your control
Choose what your agent can access and how it can act in Schwab. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Schwab AI Agent Do?
Find account and portfolio data
Retrieve supported accounts, holdings, positions, balances, market data, and account activity from Schwab.
Review investment activity
Pull supported transactions, orders, portfolio changes, or account events from Schwab.
Compare holdings and performance
Compare supported positions, allocations, values, or periods using data from Schwab.
Flag portfolio changes
Check Schwab for material account, position, or activity changes that need attention.
Summarize investment data
Bring supported portfolio and account information from Schwab into the chat.
Run recurring portfolio checks
Monitor supported account and holding data and surface meaningful changes.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
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