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

In Good Order, the first time.

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

In Good Order, the first time.

June Whitcombe

The Whitcombe Household · client record
Loading…Loading…FA
Clients
June WhitcombePerson · The Whitcombe Household · one record, reused on 1 account
Tax ID
•••-••-5502
Advisor
Elena Marsh
Status
Complete

Identity

Verified once; every account reads it.

•••-••-

Only the last four are kept; they always display masked.

Government-issued photo ID
No changes

Contact

The legal address must be a physical residence.

No changes

Employment

Collected for every owner as part of knowing the customer.

Affiliations
No changes

Financial profile

Bands, not figures. Used to judge whether an account suits the client.

Excluding primary residence.

Options need good or extensive.

No changes

Accounts & roles

1
  • Alan & June — JointJoint ·Joint owner100

Saving any section re-runs the gate on every account above.

Gaps

0

Nothing outstanding on any account.

The Whitcombe Household