Introducing One-Click Account Opening Direct To TD Ameritrade Institutional


February 4, 2019


TD Ameritrade Institutional and Agreement Express Collaborate to Simplify Customer Onboarding

Agreement Express is excited to announce a new milestone in digital customer onboarding with a industry-first integration for digital new account opening on the TD Ameritrade Institutional Veo® platform. Unlike forms and e-signature solutions, the Agreement Express solution digitizes the entire client account opening journey end-to-end, from initial application to approval and account opening, allowing you to accelerate onboarding of new assets and provide a differentiated client experience.

So how are we different?

Let’s face it, the market is crowded with digital form and e-signature solutions designed to streamline the account opening process. The problem with these solutions is that none of them are a reliable system of record for the client account. Even CRMs only hold a subset of information that is relevant to the client.

Digital form solutions capture no client information – even digitized, the form has little value since the data is treated as disposable. So there’s no way to remediate NIGO other than going back to the client and making them submit the same form over again. Not only that, but your incurring extra cost for that NIGO because it requires an additional form workflow and e-signature once the error is corrected. In an industry where 30-40% of client applications are returned due to NIGO, without a system of record, you’re paying a hidden 40% tax.

So why is this important? It’s the driving force behind most of the inefficiencies and costs associated with onboarding new clients that continue to plague the industry today. Not to mention a poor client and advisor experience that’s holding your business back.

We knew there was a better way.

We look at onboarding differently. It’s the important first touchpoint with a client. So it needs to be seamless for both the client, and the advisor. As a client, would you rather just enter your data one time and have it automatically populated across all forms in an application package?

Agreement Express streamlines the onboarding process by digitizing client application with TDA straight through to account opening. Advisors who custody assets with TD Ameritrade Institutional can accelerate the application process with a fully digital workflow.

Meet the 4 A’s to Automated Onboarding: One-Click Account Opening

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Learn more about how to get started with one-click account opening and onboarding direct to the TD Ameritrade Institutional Veo® Platform.