The account opening process can be complex, especially for clients with growing financial needs. With IFS Onboarding, you can find simplicity in opening accounts for a single client or household with different types of investment products, including advisory and products supported by direct sponsors, such as direct mutual funds, annuities, and alternative investments.

IFS Onboarding provides an end-to-end experience that enforces compliance with firm and industry requirements and policies, integrates seamlessly with multiple systems, and creates a single digital document package for all opened accounts that can easily be signed electronically or downloaded.

IFS Onboarding offers the ability to establish standing banking instructions, as well as funding new accounts with an ACH money movement or Security Transfer of any variety; ACAT, non-ACAT, Transfer Agent, Direct Mutual Fund, and Banking CD products.