Genysis

Easy Onboarding for Your New Clients

Use this Schwab-guided walkthrough to help new clients understand the account setup, developer access, app credentials, and connection steps before entering a governed management workflow:

  • Schwab Account
  • App Key & Secret

1. Schwab Account Authorization

Genysis operates independently of Charles Schwab and requires users to maintain an individual Schwab brokerage account. Account registration and verification are completed directly through the Schwab platform to ensure maximum client security, data privacy, and regulatory integrity.

Click here to open or prepare an individual Schwab account
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2. Prepare Broker Developer Access

Establish Developer Access

Begin by preparing a secure Schwab developer profile for app access.

Start Developer Profile

Generate a Schwab Application

Follow the guided steps to create the Schwab app used for connection readiness.

Create Schwab App

Manage your
New Key

Locate and secure the app key and secret needed for the connection step.

Secure App Key

3. Genysis Connect Client Accounts to the Manager’s Workflow

After Schwab account access and developer credentials are prepared, this step lets the client register into the account manager’s Genysis environment so the broker-connected account can be linked to the manager’s governed workflow.

Client Connection Registration

4. Schwab Level 1 Options Approval

To activate Options: Income Strategy, your Schwab account must be approved for level 1 options trading.

Click here to fill the Schwab's Options Application form.
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