Financial Advisor New Account Form Mobile App
Core features are free forever
Applying for a new account or simply updating an existing account is easy with this mobile application.
How does it work?
The app is extensive in categories and allows users to add detailed information about sources of funds, primary and secondary investor details, Pershing account information,financial data and more. Users can also include details about stocks, bonds and mutual funds. Sign off on the app to authorize and verify financial information. When the user completes this app, GoCanvas will automatically store the user's information in their account in a secure location in the GoCanvas Cloud, or email a PDF. Users can access their data anytime from the GoCanvas Cloud.