Before your clients assets are fully available at Savvy, there are still a few processing steps after your client has signed their onboarding forms.

  1. Immediately after your client signs their onboarding forms, nothing will change yet on your dashboard view. Your client will still be on the Onboarding stage and organized under your Prospects tab on the dashboard.

    Prospects.png

  2. The onboarding task will also still be marked as In progress. This will be automatically updated after your client’s assets have moved over to Savvy.

    Onboarding task status.png

  3. After your client completes the onboarding forms, they are immediately sent to the custodian to process. It typically takes about 2 to 4 business days from after your client completes the onboarding boards for their accounts to be opened at Savvy. Please note that after their accounts are opened, their assets may not be immediately available on the dashboard.

    <aside> 💡

    The Savvy dashboard details are updated via Orion; and our Orion integration runs every morning between 9am and 10am ET. As such, your dashboard may temporarily show your client’s accounts without assets available.

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  4. The onboarding task will be marked Completed after your client’s accounts are opened and funded, and our CSA team has confirmed that all other client details are properly setup (eg. billing).