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Registration Types

Docupace Start for Fidelity NAO supports the following registration types:

Forms

The widget app only attaches standard NFS forms, such as the Brokerage Account Application and Premier Select IRA Application.

  • Corporation - C

  • Corporation - S

  • Custodial - UGMA

  • Custodial - UTMA

  • Estate - Administrator

  • Estate - Executor

  • Estate - Personal Representative

  • Individual

  • IRA - BDA

  • IRA - BDA Roth

  • IRA-SEP

  • IRA - Simple

  • IRA - Traditional

  • IRA Rollover

  • IRA Roth

  • Joint - Community Property

  • Joint-JTWROS

  • Joint - Tenants in Common

  • Joint - Tenants in Entirety

  • Joint-USUFRUCT

  • LLC - C Corporation

  • LLC - S Corporation

  • Non-Prototype - Plan

  • Partnership

  • Sole Proprietorship

  • TOD - Individual

  • TOD - JTWROS

  • TOD - Tenants in Entirety

  • Trust - Under Agreement

  • Trust-Under Will

  • Unincorporated Association

  • Required forms will be automatically added to the created work item after the Final Review Process.

  • Optional forms will be added manually by the user after work item creation.

Validations

Workflow

The form validates information that Fidelity requires to complete the account opening process. You can learn more about the type of validations used by this widget app in the section called Completing a Transaction.

After you complete the new account opening form for Fidelity, the work item follows the same workflow path as other work items related to client activity. This includes:

  • Checking for recommended internal form validations 

  • Checking for internal validations required to complete transactions

  • Printing and wetsigning

  • Sending for eSign (if eligible)

  • Workflow queues

  • Work item review process