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Client Activities

My client is unable to log into Savvy. How do I send them a login?

How can I securely request statements from prospects or clients?

How do I request a money movement for my client?

How do I open, close, move or consolidate accounts of an existing client?

How can I see what interactions I’ve already had with the client, or what tasks have already been created?

What does my client see after they’ve signed the onboarding documents?

How can I see my client’s dashboard view?

What do service calendar emails look like?

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Client Onboarding

How do I onboard a new client? (no custodial change)

How do I onboard a new client? (with custodial change)

What does my client see when I send them the Account Confirmation Task?

What does my client see when I send them the Onboarding task?

What happens after my clients have signed? What shows up in my Dashboard and when?

How do I track the status of onboarding tasks?

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Investment Operations

How do I request a trade?

How do I enroll a client into Savvy Wealth Investment Management (SWIM)?

How do I request an investment proposal presentation or transition analysis?

How do I request a client review presentation?

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