Digital Account Open
What's Trending is a new educational program that allows you to learn more about our technology, request one on one training, collaborate with others, and participate in a monthly webinar to dive deeper with our experts.
Learn more about utilizing our digital account open process by selecting the image below. This first launch will be covering how to launch and complete required account information as well as filling out the account open section. Also please review the Digital Account Open guide attached to the right.
How to Launch and Complete Required Account Information (3:31)
How to Complete the Account Owner Section (4:21)
How to get a Preassigned Account Number, Download and Upload Application (5:26)
Investment Selection for a Mutual Fund Model (2:56)
Investment Selection for a DFS Account (5:34)
Funding Sources and Directions (5:27)
Advisor Fees and Standing Instructions (5:02)
Assigning Beneficiaries (4:24)
Overview of Investment selections for managed account solutions (5:14)
Distribution Focused Strategy Scheduled Withdrawl (4:59)
Third Party Paperwork (9:48)