Streamline New Account Opening with Agreement Express and TD Ameritrade Institutional

Recorded on: May 7, 2019

With automated workflows from Agreement Express and TD Ameritrade Institutional your firm can eliminate the complex and manual steps in your current client onboarding process and automate them for simplicity. In plain terms, automated onboarding is a paper-free, streamlined approach that lets you open accounts faster.

Wondering how exactly it works? Register for our upcoming webinar for in-depth overview.

Watch Recording


Steven Chung

Steven Chung

Head of Product Management

Matt Mancini

Matt Mancini

VP of Wealth Management

Agreement Express and TD Ameritrade logos

What you’ll learn

  • Who we are (we think we’ll hit it off)
  • What is automated onboarding
  • How Agreement Express and the Veo® platform work together
  • How long will it take to implement automated onboarding at your firm (Spoiler, it takes weeks, not months!)

Watch the webinar recording

Book your demo today