What to Expect

PREPARE

We appreciate your trust in us as partners in your financial journey. This first stage helps us gather the information needed to begin your onboarding process. 

What to expect: 

• Complete the New Client Information Form using the secure link sent via email from your advisor

ENGAGE

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, “Please Docusign: Affiance Financial"
• Click on the yellow Review Documents to review and sign the Investment Management Agreement (IMA) and Client Profile Form (CPF)
• Once complete, click the yellow Finish button

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 create an online login and review and sign the documents needed to open your accounts
• Once complete, click the blue Close button

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, "Please Docusign: Affiance Financial"
• Click on the yellow Review Documents to review and link your bank account(s)
• Once complete, click the yellow Finish button