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Advice and answers from the PreciseFP Team

Search results for:SSG
Altruist+SSG Account Transfer Application
How to use the PreciseFP/Altruist+SSG Account Transfer Application… template allows you to engage your clients and generate a document similar to the standard Altruist+SSG… Remember that this engagement is subject to the same rules as the standard Altruist+SSG Account Transfer
Altruist+SSG Account Opening Application
How to use the PreciseFP/Altruist+SSG Account Open Application… The result is a document similar to the standard Altruist+SSG New Account Application Form… Remember that this engagement is subject to the same rules as the standard Altruist+SSG New Account Application
Use-Case Scenario -- Joint Account Opening
The steps to obtain two eSignatures on one Altruist+SSG form to open a joint account… The first time they open a PreciseFP/Altruist+SSG Form they will be required to enter in their PIN… *The PIN is only needed the first time the open a PreciseFP/Altruist+SSG form
How to Install Custodial PDF Templates
Altruist+SSG & Pershing utilize the PreciseFP eSignature process… **Please note that pre-built PDF Templates are not customizable.** Keywords: Schwab, Altruist+SSG… Shareholders Services Group, Pershing, PDF Templates, Custodial Templates, SSG
PDF Template Library
Contributions Transmittal Account Transfer Schwab MoneyLink Form Check and Journal Altruist+SSG