RIA Wealth New Client Onboarding
Welcome a new RIA or wealth management client with onboarding steps, portal access, and required documents.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Welcomes a new RIA or wealth management client with onboarding steps and secure portal instructions.
- RIA client onboarding
- Wealth management onboarding
- New advisory client setup
Fields your team can fill in
To
Add recipients
Cc
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Bcc
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Subject
RIA Onboarding - client_first_name
Hi client_first_name,
Welcome. I am excited to begin working with household_name and help you get set up with our advisory process.
YOUR ONBOARDING CHECKLIST
• Advisor: advisor_name
• Client Portal: portal_urlOpen portal
• Target Completion Date: target_completion_date
NEXT STEPS
onboarding_steps
The attached checklist includes the accounts, documents, and authorizations we typically need before the first planning meeting. Please use the secure portal for statements, tax documents, and other sensitive information.
If anything is unclear or you run into trouble with the portal, call me at me::phone.
Best,
me::full_name
Part of a starter pack
Explore the Wealth Management Starter Pack
Help advisory teams send consistent onboarding, meeting, document, review, rollover, custodian paperwork, and service status emails from Outlook.
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How it works
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Standardize the full process, then let your team launch the same complete email whenever they need it.
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Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Helpful Resources
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