SLUICE
WorkControl towerRelationshipsMaintenanceReview & submitClientsSetupImportPinnedNIGO
Open account
HP
Harbor Point WealthClearing · Northgate Clearing

In Good Order, the first time.

SLUICE
WorkControl towerRelationshipsMaintenanceReview & submitClientsSetupImportPinnedNIGO
Open account
HP
Harbor Point WealthClearing · Northgate Clearing

In Good Order, the first time.

Clients

Everyone across your households · The whole firm
FA

13 clients · 1 with information outstanding

ClientHousehold · roleAccountsNeeds
  • Sven Lindqvistsven@example.comThe Lindqvist HouseholdOwner · Trustee · Authorized signer2 accounts1 to collect
  • Daniel Harlowdaniel@example.comThe Harlow HouseholdOwner2 accountsComplete
  • Priya Harlowpriya@example.comThe Harlow HouseholdJoint owner · Owner2 accountsComplete
  • Maya Harlowmaya@example.comThe Harlow HouseholdOwner1 accountComplete
  • Harlow Family Revocable TrustThe Harlow Household0 accountsComplete
  • Chidi Okaforchidi@example.comThe Okafor HouseholdOwner2 accountsComplete
  • Amara Okaforamara@example.comThe Okafor HouseholdJoint owner1 accountComplete
  • Ingrid Lindqvistingrid@example.comThe Lindqvist HouseholdTrustee · Authorized signer1 accountComplete
  • Lindqvist Family TrustThe Lindqvist HouseholdOwner1 accountComplete
  • Rosa Bautistarosa@example.comThe Bautista HouseholdOwner · Custodian2 accountsComplete
  • Leo BautistaThe Bautista HouseholdMinor1 accountComplete
  • Alan Whitcombealan@example.comThe Whitcombe HouseholdOwner2 accountsComplete
  • June Whitcombejune@example.comThe Whitcombe HouseholdJoint owner1 accountComplete