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Custodial Templates
Custodial Templates
Help articles pertaining to PreciseFP's custodial templates
12 articles in this collection
Written by
Courtney
and
Daniel R
Using DocuSign when mapping Schwab Forms to your Template
How to use DocuSign in custom templates that include a mapped Schwab Form.
Written by
Daniel R
Updated over a week ago
Using DocuSign with Schwab Custodial Templates
How to get approved by Schwab to use your own DocuSign account with PreciseFP
Written by
Daniel R
Updated over a week ago
How to pre-fill Social Security Numbers in custodial templates
How to create a custom SSN field that will pre-fill automatically for account holder(s), beneficiaries, and trusted contacts.
Written by
Daniel R
Updated over a week ago
Custodial Templates Pre-filling Mapping Table
What information will be pre-filled for account holder(s), beneficiaries and trusted contacts?
Written by
Daniel R
Updated over a week ago
What templates allow pre-filling options?
List of custodial templates that allow you to select account holder(s), beneficiaries and/or trusted contacts.
Written by
Daniel R
Updated over a week ago
Pre-filling Custodial Templates
Select contacts to automatically pre-fill account holder(s), beneficiaries and trusted contacts.
Written by
Daniel R
Updated over a week ago
How to Install the TD Ameritrade Institutional Custodial Templates
TD Ameritrade Institutional Custodial Forms
Written by
Daniel R
Updated over a week ago
How to Install the Schwab Custodial Templates
Charles Schwab Custodial Forms
Written by
Courtney
Updated over a week ago
SSG Account Opening Application
How to use the PreciseFP/Shareholders Service Group Account Open Application
Written by
Daniel R
Updated over a week ago
SSG Account Transfer Application
How to use the PreciseFP/Shareholders Service Group Account Transfer Application
Written by
Daniel R
Updated over a week ago
Use-Case Scenario -- Joint Account Opening
The steps to obtain two eSignatures on one Shareholders Service Group form to open a joint account.
Written by
Courtney
Updated over a week ago
How to Install the SSG Custodial Templates
Shareholders Service Group Forms
Written by
Courtney
Updated over a week ago