Becoming a Client

At Affiance Financial, our goal is to make your onboarding experience convenient and comprehensive. We understand that a smooth process starts with knowing what to expect. Our team of support staff remain available each step of the way.

 

ENGAGE

We appreciate your trust in us as partners in your financial journey. During this stage, we enter into a commitment with you – our newest client of Affiance Financial.

What to expect:

  • You will receive an email from Docusign with the subject line, “Complete Docusign: Affiance Financial"
  • Click on the yellow Review Documents to begin and the yellow Finish to complete

ESTABLISH

Your advisor has recommended account openings that align with your personal needs. During this stage, we will work to open those accounts.

What to expect:

  • You will receive an email from Charles Schwab with the subject line, “Documents from your advisor are ready for your review”
  • Click on the blue Review Envelope to begin and the blue Close to complete

FUND

During the final onboarding stage, we set up links to fund your accounts at your direction. When complete, you and your advisor can get to work establishing an investment strategy suited to your unique financial goals.

What to expect:

  • You will receive an email from Docusign with the subject line, "Complete Docusign: Charles Schwab"
  • Click on the yellow Review Documents to begin and the yellow Finish to complete

 

QUESTIONS?

Your advisor is part of a team eager to support your financial journey. If you have process questions at any stage, we are here to support you. Contact us at (952) 544-9818.

MEET OUR TEAM