Wealth Management Client Onboarding Email Workflow for Outlook
Welcome a new wealth management client and walk them through the onboarding process. 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 wealth management 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
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Subject
Welcome, client_first_name — Let's Get Started
Hi client_first_name,
Welcome to the firm. I'm advisor_name, and it's a privilege to begin working with you. This email is the first step in your onboarding process, and I want to make sure you feel confident and informed from the very start.
YOUR ACCOUNT
• Account Number: account_number
• Client Portal: portal_url
• First Strategy Meeting: first_meeting_date
YOUR NEXT STEPS
• onboarding_steps
Your welcome packet is attached — it includes an overview of our firm's investment philosophy, a description of our services, important disclosures, and the forms you'll need to complete the account setup process. Please review it at your earliest convenience.
HOW WE WORK
Our approach starts with understanding your full financial picture — your goals, your timeline, your tax situation, and your comfort with risk. Everything we recommend flows from that foundation. We don't believe in one-size-fits-all strategies, and we don't earn commissions on product sales. Our interest is aligned with yours.
CLIENT PORTAL
Once your account is funded, you'll be able to access your portfolio performance, statements, and account documents through our secure client portal at portal_url. I recommend setting up your login before our first meeting so we can walk through it together.
I look forward to our first meeting on first_meeting_date. In the meantime, please reach out at any time — me::phone.
Workflow context
When to use this workflow
Use this workflow when welcoming a new wealth management client and outlining account details, onboarding steps, portal access, and the first strategy meeting.
What this replaces
This replaces rebuilding onboarding emails from prior clients, manually attaching welcome packets, and checking whether account number, portal link, first meeting date, and advisor contact details are included.
Why teams standardize this email
Client onboarding sets expectations for the advisory relationship. A consistent workflow helps advisors send complete, professional onboarding messages while preserving space for a personal note before sending.
What Toggles adds beyond a normal Outlook template
Toggles inserts the workflow directly in Outlook, prompts for variables, prepares operational details, and keeps the draft editable before sending.
- Inserts the wealth client onboarding email in Outlook
- Prompts for client name, advisor name, account number, onboarding steps, portal URL, first meeting date, and phone number
- Adds a client-specific welcome subject line
- Can include the configured new client welcome packet attachment
- Keeps the draft editable for advisor review
FAQ
Does Toggles manage the onboarding tasks?
No. Toggles prepares the client-facing email. Your team still manages onboarding tasks in your existing systems.
Can this workflow include firm-specific welcome materials?
Yes. The workflow can include configured attachments such as a welcome packet.
Can admins share this workflow with advisors?
Yes. Approved workflows can be shared with teams so advisors start from consistent onboarding language.
Email workflow audit
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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.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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