PreciseFP

How to use DocuSign in custom Schwab PDF templates.

Using DocuSign with Schwab PDF Templates

How to create a custom SSN field that will pre-fill automatically for account holder(s), beneficiaries, and trusted contacts.

How to pre-fill Social Security Numbers in custodial templates

What information will be pre-filled for account holder(s), beneficiaries and trusted contacts?

Custodial Templates Pre-filling Mapping Table

How to Install Custodial PDF Templates

How to use the PreciseFP/Altruist+SSG Account Open Application

Altruist+SSG Account Opening Application

How to use the PreciseFP/Altruist+SSG Account Transfer Application

Altruist+SSG Account Transfer Application

The steps to obtain two eSignatures on one Altruist+SSG form to open a joint account.

Use-Case Scenario -- Joint Account Opening

Help articles pertaining to PreciseFP's custodial templates

Custodial Templates

Find answers and get help from Intercom Support and Community Experts

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