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Client onboarding, made easy

We’ve been refining our client onboarding process for over a decade. Streamline operations with an onboarding process that’s simple, fast, and pain free.
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Impress clients from day one.

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No more paperwork

Digital client onboarding is fast and helps you prevent dreaded NIGOs. Your firm’s agreements are packaged as part of the process.
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Seamless money movement

Whether you use ACH, ACATs, direct rollover, or wire transfers, account funding is a cinch. Digitally connect bank accounts to initiate ACH transfers.
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Fast account opening

Set up client households and open as many different accounts as you need. Clients will sign off on all new accounts in one step.
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“I can open an account, even live with a client, in 5 minutes. That’s huge.”
Cory Shepherd, Sound Financial Group
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
 

See paperless onboarding in action.

 

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