The Account Opening template allows you to engage your clients and open one or multiple accounts. The result is a document similar to the standard SSG New Account Application Form.

Video Overview

Step-by-step Guide

Before engaging your clients with the template, you should save your information in the template by going to "Custodial Templates", selecting the Account Opening Template, and clicking the "Configure" button. 



To engage a client with the template, click on the desired client account and click "engage".



Choose the "Account Opening" template and set the "New engagement email" to "No". This will allow you to edit the "Account Opening" engagement before sending it out to your client.



Once the engagement is created, click the "View/Edit" button. You will see the engagement just as your client will once you send it out.



We suggest that you go over the entire engagement and fill in any missing information you have access to. 

Remember that this engagement is subject to the same rules as the standard SSG New Account Application. It can be used for multiple accounts as long as they all share the same client data.



Once you're done, close out the engagement view screen by clicking the "X" button.
You're now ready to send out the engagement email to your client. Click the "Send/Resend" button on the new engagement email.



We will notify you when your client completes the engagement. Once that happens, you will have access to the signed account opening application and the certificate of completion from the engagement details. Make sure to download any documents your client uploaded to the engagement, pack everything together and send it to SSG.

Important Information

To open accounts where the Primary Account Holder is a Co-client in PreciseFP, select "engage co-client" from the engage dropdown.

To open joint accounts, engage whoever should be the Primary Account Holder in the final document. If the Secondary Account Holder is labeled as Co-client in PreciseFP, he/she will be able to digitally sign the same application.

When opening accounts where one of holders is not a client/co-client in PreciseFP, we will not be able to collect digital signatures and the manual signing method should be selected.

Remember that at any point in time, you can only have one Account Opening Engagement open for each contact.
Engaging the same contact multiple times with an Account Opening Template will automatically close all previous ones created for that  contact. If you need to engage the same person with multiple Account Opening Applications, you will have to wait until he/she completes one before engaging them with another.

Did this answer your question?