You can view onboarding task statuses by either going to the Tasks section or going to the specific Household you’d like to check on.

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Search for specific onboarding tasks more easily by going to the Client tasks section, using the Status option checkboxes, or searching for the household

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If you are in the Tasks section, click on the specific task you would like to see.

If you are searching from a specific household, click on the specific task you would like to see.

In the task details, you can see when the onboarding email has been sent to your client to complete the onboarding forms and when your client has completed the required IAA and account opening forms.

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If a client has “started the onboarding flow” such as the below example, it means they have clicked into the onboarding flow and viewed the documents but have yet to complete all the required steps.

An onboarding task will remain In progress until the custodian finishes setting up your client’s account(s) with Savvy. Please note that it typically takes 2 to 4 business days after your client completes the forms for the custodian to finish setup and have your client’s accounts ready.

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Please do not change the task status. Your CSA will update the task status once your client’s information and accounts have been fully setup.

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