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.

Leo Bautista

The Bautista Household · client record
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Clients
Leo BautistaPerson · The Bautista Household · one record, reused on 1 account
Tax ID
•••-••-4402
Advisor
Will Hartigan
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
  • Rosa for Leo — CustodialCustodial ·Minor94

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

Gaps

0

Nothing outstanding on any account.

The Bautista Household