- Home /
- Starting a new onboarding application
Starting a new onboarding application
Return to help homepage
Process: Starting a new onboarding application
From landing page: My Inbox
Select > Start New (bottom right) then > New Account Onboarding (bottom right).
Select > Go to Accounts or step through each section on the left side menu:
Go to Accounts select > Add New:
Select your firm, investment advisor, account type and sub-type. Here you can also indicate whether this account is opening under a Master Custody agreement if you have one in place with FNZ Trust Company and create a short title for the account and click “Done”. This will create the core account shell.
Next step in the end-to-end onboarding journey: