VOS Onboarding Technology Checklist
Please include username and password for each section below.
Email address:
Your answer
Email Signature Block:
Your answer
VPN:
Your answer
Document Storage (i.e. Sharefile, etc)
Your answer
CRM:
Your answer
Schwab:
Your answer
TD Ameritrade:
Your answer
Other Custodian:
Your answer
Docusign:
Your answer
Below is for any other technology logins:
Financial Planning software:
Your answer
Portfolio Management:
Your answer
Risk Tolerance Tool:
Your answer
Other Software:
Your answer
Additional Comments or anything else you would like us to know:
Your answer
Firm Information
Rep code or master account number:
Your answer
Phone Number for Admin:
Your answer
Fax Number for Admin:
Your answer
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