How's the Charles Schwab ↔ Forum Advisor Alliance integration?

Neither website lists it as an integration (as far as we've found). 1 advisor who uses both says:

Seamless 1

Jonathan Rogers · Financial advisor at Forum Financial Management, LPNov 2026

Seamless

Pros: Integration of data and account opening via Docusign (DAO works too but like in any other software it is limited by the frustration points inherent in how DAO was built)

Cons: Anything Schwab doesn't allow