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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
See all 7 articles

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