Financial Advisor New Account Form

Form Template

Applying for a new account or simply updating an existing account is easy with this mobile application.

5,000 Companies save time and money with GoCanvas

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Language: English
Country: United States of America

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.

Features
  • Signature Capture
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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