Free skill · seam 2 of 3

Onboarding Pack

The day a new client signs, their whole onboarding pack assembles itself from your first-meeting notes — and it's pre-checked for the errors that bounce at the custodian before you ever submit.

  • Maps each asset to the correct funding method — wire/ACH for bank cash, ACATS for held-away accounts, direct rollover for an employer plan
  • Runs an NIGO pre-flight that catches the real, common custodian reject reasons before you ever submit
  • Logs the ADV 2 + Form CRS disclosure delivery — the auditable record that they went out
  • Drafts a first-pass Investment Policy Statement from discovery notes, stamped 'Needs your sign-off'

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