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