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2b. AUM Client Onboarding

2b. AUM Client Onboarding

1
General On-boarding Tasks
2
Information Needed
3
Prep Forms
4
Submit Forms to TDA
5
IPS
6
Add to Newsletters
7
Accounts Open
8
General Onboarding
9
Accounts Funded
10
iRebal Set Up
11
Account Invested
12
Add to Billing Script and Template
13
COMPLETE TASK IN WEALTHBOX