Onboarding Integrations Checklist

Please fill out each question below to the best of your ability. Your answers will assist our Onboarding Team in the correct setup of your integrations. 

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Main Integration Contact at your Firm
How high of a priority is setting up integrations for your firm?
(I’m ready to discuss my integrations now)
(Follow up with me in 2 weeks)
(Follow up with me in a month)
Please indicate if you utilize the below custodians. Check all that apply.
Please indicate any CRM Software providers that you currently use. Check all that apply.
Please indicate any financial planning providers that you currently use. Check all that apply.
Please indicate any Risk or Suitability providers that you currently use. Check all that apply: