Business Development
SEND WELCOME INFORMATION – NEW CLIENT
Welcome Letter and Welcome Packet
Onboarding Packet:
- eMoney Client Portal – Screen shots & instructions for how to log in and link accounts.
AND
- Fidelity Accounts – Informative kit pertaining to account statements and website.
OR
- Schwab Accounts – Informative kit pertaining to account statements and website.
FAQ
- You may want to include this list of frequently asked questions along with other welcome information. If you do, just be sure to update the first section with the names and contact information of the appropriate team members.
- If the client was not already provided with this checklist, include it with this welcome packet and highlight whatever documents are outstanding and needed from them at this time.