Account Opening

Outside TradingFront

• Inviting a client to start an electronic application outside TradingFront (no white-label onboarding)
• How to invite a client to open Trust, UGMA/UTMA, Institutional, or Pension Plan Trust accounts
• [Friends & Family Advisors (FFA) only] inviting a client to start an electronic application

Via TradingFront

• Fast-track account applications
• How to create questionnaires for multiple onboarding channels
• How to pre-set the account type and capability (cash or margin) during onboarding
• Where can I see all the F-accounts in the Advisor Dashboard?
• What types of brokerage accounts does TradingFront support?
• How to invite and onboard new advisory clients via TradingFront

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