Registration Types
Forms
Docupace Start for Fidelity NAO supports the following registration types:
Individual
Joint - Community Property
Joint - JTWROS
Joint - Tenants in Common
Joint - Tenants in Entirety
Joint - USUFRUCT
TOD - Individual
TOD - JTWROS
TOD - Tenants in Entirety
IRA - Rollover
IRA - Roth
IRA - SEP
IRA - Traditional
The widget only attaches standard NFS forms, such as the Brokerage Account Application and Premier Select IRA Application.
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 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