Account Opening Workflow
Handles the back-office machinery of getting accounts actually opened at custodians like Schwab, Fidelity, and Pershing. Covers the operational side: document requirements by account type (trusts, entities, IRAs), approval workflows, reducing NIGO rejections, account numbering and titling schemes, and custodian submission systems. This is the unsexy processing work that happens after client onboarding, the part where you're troubleshooting why Pershing rejected an LLC application or figuring out what trust certification pages you actually need. Most useful if you're building automation to improve straight-through processing rates or dealing with multi-custodian operations where each firm has different quirks.
- skills.sh installs
- 666
- GitHub stars
- 224
- last updated
- Aug 21, 2026
Install
$ npx -y skills add joellewis/finance_skills --skill account-opening-workflow --agent claude-codeInstalls into .claude/skills of the current project.
Files
Account Opening Workflow
Core Concepts
Account Type Determination and Registration
Account type determination is the foundational decision in the account opening workflow. The registration type dictates the document requirements, approval gates, tax treatment, titling rules, and custodian submission path. Operations teams must maintain a comprehensive account type matrix that maps each registration type to its downstream processing requirements.
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- Repository
- github.com/joellewis/finance_skills
- Categories
- Debugging, Automation & Workflows, Design & UI/UX, Office & Documents, Finance & Trading
- First seen
- Jun 3, 2026
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