Financial Advisor New Account Form Mobile App
Applying for a new account or simply updating an existing account is easy with this mobile application.
Features
Signature Capture
Submission Editing
Reference Data
Dispatch
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.
Industry: Finance & Insurance Financial Planning Services
- Created by: Team GoCanvas
- Type: Registrations
- Language: English
- Country: United States of America
-
iPhone, iPad -
Android -
Windows
Your account comes with access to thousands of mobile forms.
Your account comes with access to thousands of mobile forms.
Why Customers Love GoCanvas
All accounts come with hundreds of related apps
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
Want to see how GoCanvas can help your business?
Request DemoJoin Thousands of Businesses Saving Time with GoCanvas
