Jump AI rolls out automated account opening to financial advisors

Jump deployed its AI platform to 800 advisors, allowing it to test AI account opening for Schwab and Fidelity applications while clients are still in meetings. This technology automates application preparation, live validation, and e-signature for both Schwab Advisor Services and Fidelity, which runs through onboarding provider Dispatch. Jump states this process, which typically takes eight to 15 days of manual work, can now be completed in about 10 minutes.

The deployment pushes advisor AI beyond simple note-taking into measurable, governed workflows. Jump noted that helping advisors move from a client conversation to a reviewed application within one meeting addresses a practical challenge in growing their businesses. The company, founded in 2023, previously raised $80 million in a Series B round in February 2026, bringing its total funding to $105 million.