We’re So Glad You’ve Hired Us – Now What’s Next?
Now it’s time to organize and restructure your financial future for the better. There are a few important steps to work through, but we promise to do the heavy lifting to make things as quick and easy as possible. Throughout this “onboarding process”, we will be sending you various documents, applications, and forms via email for you to fill out and/or sign. If there are ever any questions that arise, please don’t hesitate to reach out to our Client Experience Team – we are here to help!
Your Client Experience Team
You will likely interact with multiple members of our client experience team throughout the onboarding process. Feel free to familiarize yourself with their individual roles.
What Does Onboarding Entail?
1 – Client Intake Forms
The client intake forms allow us to gather your personal information to begin drafting your DeicisionPoint agreements and account applications at Charles Schwab. The forms will be sent to you securely via DocuSign. If you prefer to provide the information verbally, we can arrange a phone call or in-person meeting in our office.
FAQ's