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 MB

Download “Transfer Funding Guide”

Transfer-Funding-Guide.pdf – 247.98 KB

Download “Client Introduction Letter”

Client-Introduction-Letter.docx – 27.46 KB

Download “ACH Direction Letter”

ACH-Direction-Letter-1.docx – 16.58 KB

Download “Wire Direction Letter”

Wire-Direction-Letter.docx – 16.58 KB

Download “Liquidation Direction Letter”

Liquidation-Direction-Letter.docx – 16.58 KB