RIA Wealth New Client Onboarding Email Workflow for Outlook
Welcome a new RIA or wealth management client with onboarding steps, portal access, and required documents. Copy this ready-to-use Outlook email template, or use it as a reusable Toggles workflow with variables, recipients, attachments, and team sharing.
Free to try. No automatic sending - review every draft before sending.
Copy/paste template
Copy the RIA wealth new client onboarding email template
Use this once as a regular Outlook template, or launch the full Toggles workflow when you send it repeatedly.
What this template helps you avoid
Common email risks
- Missing required details
- Rewriting the same email manually
- Inconsistent wording across a team
- Forgetting attachments, links, recipients, or preparation notes
Fields your team can fill in
To
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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
Use this workflow inside Outlook without rebuilding the email manually
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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