There are many instances in which you may want to simplify your client’s account management. They may have two individual brokerage accounts that you would like to consolidate, an individual account whose assets needs to be consolidated into a joint account, or multiple 401Ks that you would like to rollover into a new IRA account. Our team can assist you with these account activities via the dashboard.

To request an account activity, click on Task on the Household Overview page and select Ops Task.

1. Select Account maintenance from the list of requests.

   

2. Please provide as much detail as possible for the account activity request.

   

3. Please be mindful of the timeline and requirements for the different account activities. Your CSA can always provide details and information on a particular client’s account activity.

   <aside> 💡

   • For a standard new account opening, your client will need to complete a Docusign for the new account application. Once your client has completed the Docusign, it typically takes 2~3 business days for their new account to be opened.
   • To close an account, your client will also need to complete a Docusign. It typically takes 2~3 business days from when your client completes the Docusign to close the account.
   • To move your clients outside account to Savvy, your client will need to complete a Docusign for a Transfer of Assets. Once they’ve completed the Docusign, it typically takes 3~4 business days for their account to be transferred over. </aside>