SUCCESS!

Onboarding notes for your client

WHAT YOU WILL NEED WHEN OPENING ACCOUNTS


  1. Email for each individual opening account (excluding minors)
  2. Social Security Number
  3. Driver's License Number
  4. Digital Pictures of Driver's License (can be picture taken with phone, digital camera, or a scan/PDF)
  5. Bank Account Number
  6. Bank Routing Number

* If transferring in account holdings
  • Digital copy of the most recent statement (ACAT eligible transfers - Stocks, Bonds, ETFs, Mutual Funds, Cash)
  • Contact Legacy Wealth Management about 401k and annuity transfers at (208) 955-0500

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram