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.

Review & submit

Send, correct & resend, finalize
FA

In good order, the first time

Only an account the gate reads as in good order can be sent. The package is built from the household record, goes out for signature in order, and is submitted to the custodian the moment the last signature lands. When the account number comes back, the CRM already has it.

Send for signature

Not in good order — the gate would refuse these

  • 94
    Sven — Brokerage · The Lindqvist Household
    • · Sven Lindqvist has no employment status.
    Fix it
  • 94
    Rosa for Leo — Custodial · The Bautista Household
    • · No funding source selected.
    Fix it

Nothing in flight — send an account above.