Account Opening
SD
Account Opening
New account workflows across custodians
3
In progress
1
Awaiting signature
12
Opened this quarter
In flight
3 accounts| Client | Custodian | Account type | Stage | Updated | |
|---|---|---|---|---|---|
| Margaret & Robert Chen | Schwab | Joint Brokerage | Awaiting signature | 2h ago | |
| Jennifer Chang | Fidelity | Roth IRA | Forms generated | 5h ago | |
| Thomas & Linda Park | Schwab | Trust | Custodian review | 1d ago |