OneVest has launched integration with Schwab's Digital Account Opening API, offering three deployment options for financial firms. Advisors can use automated workflows within OneVest's workspace, enterprise tech teams can embed the API directly into existing CRMs and portfolio systems without OneVest's interface, or AI engineering teams can connect through OneVest's MCP Server. The integration supports individual, joint, trust, custodial, and retirement accounts, eliminating manual data entry into Schwab Advisor Center. OneVest's agentic platform can pre-fill account information, identify missing data, and automate signature routing. "Every custodian integration in this industry gets built once and locked inside one piece of software," said Amar Ahluwalia, OneVest CEO. "We built ours to be an on-ramp, not a walled garden." The solution is available now to OneVest clients, with enterprise implementations available upon request.

OneVest and CST Spark partner to power the next generation of education savings technology. Jul 16, 2026, 09:05 ET The partnership brings OneVest's wealth operating system to CST Spark, equipping the organization with advanced tools to guide Canadian families saving for post-secondary education. TORONTO, July 16, 2026 /CNW/ - OneVest, a leading provider of modern wealth management technology, and CST Spark Inc., a Canadian mutual fund dealer specializing in education savings, today announced a partnership. Under the partnership, OneVest's wealth operating system now powers CST Spark's digital platform for clients and gives CST Spark's mutual fund representatives a bilingual portal for onboarding and account opening. The platform also brings a client portal and a mutual fund representative portal, enabling features like deposits, transfers, and auto-investing online, along with digital ID verification and more secure access to documents like agreements, statements, and tax forms. The move comes as Canadian families increasingly expect intuitive digital experiences alongside personalized financial guidance. As more innovative players in the sector turn to newer technology, the pressure is building across the industry to modernize infrastructure built for a different era, a shift that stands to lower barriers to investing and deliver more seamless experiences for both financial professionals and the Canadians they support. CST Spark's onboarding and account opening processes are supported through a digital platform available in English and French, giving its mutual fund representatives a simple and intuitive way to guide families through opening and managing education savings accounts. Customers saving with CST Spark will gain access to a portal that offers greater clarity into their savings. The partnership consolidates key processes and tools into a more connected experience which empowers both the mutual fund representatives and families they support. OneVest's modular technology allows firms with unique business models across wealth management to build a partnership and a platform that works specifically for them, rather than forcing their business into a one-size-fits-all system. By modernizing the systems that support that work, the partnership enables CST Spark to continue evolving its services and better support families as they plan and save for their children's futures. "For more than 65 years, CST has been committed to helping Canadian families save for post-secondary education and create opportunities for future generations. As we continue to evolve, we wanted a partner that understood both the importance of that mission and the unique needs of the families we serve. OneVest has helped us build a stronger foundation for the future, allowing us to enhance the experience for families while remaining focused on what matters most: making it easier for Canadians to plan and save for their children's educational goals." - Tony D'Alessandro, Chief Technology Officer, CST "CST has spent 65 years earning families' trust as they save for their children's education. Our job was to give the CST team a platform that matches that responsibility, one that makes onboarding and account opening more intuitive for CST Spark's mutual fund representatives and the families they serve, reducing administrative burden while strengthening the personal relationships that are central to the CST experience. This partnership shows how our wealth operating system helps financial institutions modernize without compromising the relationships they've built over decades." - Amar Ahluwalia, CEO and Co-Founder, OneVest The partnership is live today across CST Spark's platform. OneVest and CST Spark will continue to build on this foundation in the months ahead and continue to drive innovation for Canadian families. About OneVest OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system. By advancing fragmented legacy software with a unified, AI-native platform built for autonomous execution, OneVest enables firms to operate with greater speed, control, and scale. Its open architecture deploys intelligence across the enterprise, transforming operations and freeing advisors to grow. OneVest serves financial institutions across the U.S., Canada, and global markets. About CST Spark Inc. CST Spark is a Canadian mutual fund dealer providing tailored education savings solutions to help families prepare for post-secondary education. Through its CST Spark Education Portfolios, dedicated Mutual Fund Representatives, and intuitive digital platform, CST Spark supports Canadians with personalized investment guidance and flexible account management tools. With 65 years of leadership in education savings, CST remains committed to helping make post-secondary education accessible to all Canadians. For more information, visit cst.org/en/spark or follow CST on LinkedIn and Instagram. The Canadian Scholarship Trust Foundation and its subsidiaries, including C.S.T. Spark Inc., operate under the master brand CST. SOURCE OneVest Technologies Inc.

OneVest powers CST Spark's new digital education savings platform. Toronto-based wealthtech OneVest has partnered with CST Spark to modernize the digital tools used by families saving for post-secondary education. Under the partnership, OneVest's agentic wealth operating system now powers CST Spark's client platform and provides the education savings specialist's mutual fund representatives with a bilingual portal for onboarding and opening accounts. The platform allows clients to complete deposits and transfers, establish automatic investment contributions, verify their identities digitally, and securely access agreements, statements, and tax documents online. Available in both English and French, the technology is designed to give CST Spark representatives a more streamlined way to guide families through the process of opening and managing education savings accounts. The partnership also consolidates previously separate processes and tools into a more connected digital experience for representatives and clients. "For more than 65 years, CST has been committed to helping Canadian families save for post-secondary education and create opportunities for future generations," said Tony D'Alessandro, Chief Technology Officer at CST. "As we continue to evolve, we wanted a partner that understood both the importance of that mission and the unique needs of the families we serve." OneVest's modular technology is designed to support financial institutions with different products, workflows, and business models rather than requiring them to adopt a standardized operating system. The Toronto-based fintech provides digital infrastructure that wealth management firms can use to support areas such as client onboarding, account management, investment operations, and advisor experiences. Amar Ahluwalia, CEO and Co-Founder of OneVest, said the platform will help CST Spark reduce administrative work while preserving the personal relationships it has developed with Canadian families. "This partnership shows how our wealth operating system helps financial institutions modernize without compromising the relationships they've built over decades," Ahluwalia said. The rollout comes as Canadians increasingly expect financial services providers to combine personalized advice with simple and intuitive digital experiences. For CST Spark, the new platform provides families with greater visibility into their education savings while giving mutual fund representatives more efficient tools to support them. The OneVest-powered platform is now live across CST Spark. The companies said they plan to continue adding capabilities and building on the partnership in the months ahead.