Congratulations on the new client! Once the client is ready to move to Savvy, you can initiate the onboarding process through the dashboard. If you already know the client’s assets will remain with the same custodian (eg. moving assets within Schwab), follow the instructions below.

1. Go to the Prospect Household who is ready to onboard and select the Task button

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Before creating the Onboarding task, make sure to confirm that the client’s full legal name, email address, and mobile phone number is accurate in the Household information section. Keep in mind a mobile phone number is required to complete the onboarding forms.

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1. Click on Client Tasks and select Onboarding

1. Make sure to confirm the fee schedule and account numbers to be moved over

   

2. You can track the task status in the activity timeline

   

3. Once you submit the task, your CS Rep will complete the following. If all required information is already provided in the correct format, your CS Rep can typically send the onboarding forms within 2 business days after you submit the task request.

   • Prepare the Investment Advisory Agreement (IAA)
   • Prepare the account transfer forms (eg. Schwab LPOA)

4. You will be notified via Slack once the Onboarding Forms have been sent to the client, as well as when the client has completed the forms.