How to invite a client to open Trust, UGMA/UTMA, Institutional, or Pension Plan Trust accounts

Currently, TradingFront's white-label client onboarding feature supports:

1. Individual Account
2. Joint Account
3. Retirement Account (Traditional IRA, SEP IRA, Roth IRA, Rollover IRA)

For Trust, UGMA/UTMA, Institutional, or Pension Plan Trust Accounts, you as the RIA can send an invitation to a client to start an electronic application from IB.

Please invite your clients by following these steps: https://help.tradingfront.com/hc/en-us/articles/900000929446.