Fragasso Financial Advisors Is Going Paperless

Lisa Schleicher

June 26, 2026

downloading paper documents into ipad

Share on:

Print post

While we embrace innovation, we remain committed to what matters most — earning and keeping your trust.

We’re sharing an important update about how transactions and paperwork will be handled going forward.

As part of our ongoing commitment to security, accuracy, and efficiency, Fragasso is transitioning to a fully digital workflow. All transactions — including account maintenance, address and beneficiary updates, new account openings, and most money movements will now be processed through Schwab’s secure eSignature and eAuthorization platform.

Accredited By:

Lisa Schleicher
Manager of Client Service
Lisa Schleicher

As the Manager of Client Service, Lisa leads a team of administrative professionals to deliver high-touch service from client onboarding through their entire financial journey. She oversees departmental training, technology systems, and operational efficiency while collaborating across the firm as a key liaison between advisors, operations, and compliance. She also partners with leadership on strategic […]

Read Full Bio

This article has been reviewed for accuracy by Fragasso's leadership team and accredited by Lisa Schleicher to help ensure the information reflects current financial planning and wealth management principles.

This transition offers several benefits.

Security icon
Improved security.

Personal information is encrypted and transmitted securely through Schwab’s platform, reducing the risks associated with mailing physical documents.

Clock icon
Faster turnaround.

Digital transactions are processed the same day and usually completed within 24 hours.

Bullseye icon
Greater accuracy.

Documents are prepared in advance and can be reviewed, edited, or updated before signing.

Envelope icon
One signature, one envelope.

One eSignature applies to the entire document package — no more signing in multiple places.

Computer tracking icon
Real-time tracking.

Transactions can be monitored throughout the process showing status and estimated completion date.

Growing plant icon
A lighter environmental footprint.

Reduced paper usage means less paper, less mail, less waste.

The process is designed to be simple and convenient and our team is available to assist clients every step of the way.
If you’d like a walk-through, your Client Account Specialist is just a phone call away. We’re happy to provide in-office
support for clients who would benefit from additional guidance navigating the digital process.

While occasional exceptions may require traditional paperwork, the digital workflow will become the standard for most requests making it faster, safer, and easier for all.

We appreciate your partnership as we make this transition.

Related Posts