If you’ve opened client accounts in the past, you’ve probably been frustrated by the snail mail, fax machines, and multiple outreaches it requires. Thankfully, that’s no longer the case. Our new digital account opening tool with Fidelity empowers you to open new accounts in just minutes! By pushing data directly from Orion into the WealthscapeSM new account workflow, you can open accounts more efficiently—eliminating unnecessary steps and lowering the possibility for errors.
How easy is it? Find out on our upcoming webinar on September 9th @ 1:00 PM CT.
P.S. We’ll also share the details on new Fidelity tiles in our client presentation tool, Insight—allowing you to show clients their real-time account balances, positions, and history during in-person meetings.
Fidelity Clearing & Custody Solutions® (“Fidelity”) is an independent company, unaffiliated with Orion Advisor Services. There is no form of legal partnership, agency affiliation, or similar relationship between Orion Advisor Services and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 894686.1.0