Business Development

SEND WELCOME INFORMATION – NEW CLIENT

Welcome Letter and Welcome Packet

Welcome Letter

Onboarding Packet:

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.