Client Onboarding Pilot
Please contact (888) 727-9191 Option 5 for assistance.
Click here to view the Onboarding Pilot Kickoff Presentation.
Pilot Survey Link: https://forms.office.com/r/M1qnmm9zjH
Downloads:
Download “FastTrack IRA Account Opening Booklet (fillable, does not apply to inherited IRAs)”
FastTrack-IRA-Account-Opening-Booklet_IPS_042623v1.pdf – 4.43 MBDownload “Transfer Funding Guide”
Transfer-Funding-Guide.pdf – 247.98 KBDownload “Client Introduction Letter”
Client-Introduction-Letter.docx – 27.46 KB