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 Version History

Date

Change

October 2023

Workflow information.

July 2022

Initial Version

Overview: The New Account Opening App allows you to quickly create a new account for a specific client.

Further steps: Once you add initial information for a new account to Docupace, a Work Item with relevant forms is created. Depending on the workflow used in your firm, the Work Item then travels through a review cycle, signing steps and arrives at the Back Office for final processing.

How to Open a New Account

How to Create a New Client

Audience: Users of the RIA Productivity Suite, Service Associates, Financial Professionals

Functionality: The RIA Productivity Suite is a toolkit for Advisory firms to digitize, streamline, and automate operations Quick Start is a page in Docupace that allows you to access many convenient apps. The New Account Opening App allows you to quickly create a new account for a specific client.

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