(BK) Bank |
(CM) Committee |
(CV) Conservator |
(CP) Corporation - C Corp |
(CP) Corporation - S Corp |
(UGMA) Custodial - UGMA |
(UTMA) Custodial - UTMA |
(ADM) Estate - Administrator |
(EXEC) Estate - Executor |
(PR) Estate - Personal Representative |
(GD) Guardian |
(HSA) Health Savings Account |
(I) Individual |
(IC) Investment Club |
(IRAB) IRA - Inherited (BDA) |
(IRRL) IRA - |
Rollover |
(IS) IRA - SEP |
(SMPL) IRA - |
SIMPLE |
(IRA) IRA - Traditional |
IRA Rollover
IRA Roth
(COMP) Joint Community Property |
Joint-JTWROS
(TIC) Joint Tenants in Common |
(TIE) 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
(J) Joint Tenants WROS |
(UF) Joint Usufruct |
(LLC) Limited Liability Company - C Corp |
(LLC) Limited Liability Company - S Corp |
(NP) Non-Prototype |
(PT) Partnership |
(ROTH) Roth IRA |
(RTHB) Roth IRA - Inherited (BDA) |
(CH) School, Church or Religious Order |
(SP) Sole Proprietorship |
(TODI) Transfer On Death - Individual |
(TODE) Transfer On Death - Joint Tenants in Entirety |
(TODJ) Transfer On Death - Joint Tenants WROS |
(TRUA) Trust - Under Agreement |
(TRUW) Trust - Under Will |
(UA) 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 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