Custodial Templates

Help articles pertaining to PreciseFP's custodial templates

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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.
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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
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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.
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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?
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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.
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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.
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Written by Daniel R
Updated over a week ago

How to Install the TD Ameritrade Institutional Custodial Templates

TD Ameritrade Institutional Custodial Forms
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Written by Daniel R
Updated over a week ago

How to Install the Schwab Custodial Templates

Charles Schwab Custodial Forms
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Written by Courtney
Updated over a week ago

SSG Account Opening Application

How to use the PreciseFP/Shareholders Service Group Account Open Application
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Written by Daniel R
Updated over a week ago

SSG Account Transfer Application

How to use the PreciseFP/Shareholders Service Group Account Transfer Application
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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.
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Written by Courtney
Updated over a week ago

How to Install the SSG Custodial Templates

Shareholders Service Group Forms
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Written by Courtney
Updated over a week ago