Account Opening & Account Transfers, Onboarding
For investment management services, allow adding account opening and account transfer requests to proposal.
Fulfill account opening requirements through the onboarding workflow
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Upvoters
Status
In Progress
Board
💡 Feature Request
Date
Over 1 year ago
Author
Linear
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Upvoters
Status
In Progress
Board
💡 Feature Request
Date
Over 1 year ago
Author
Linear
Subscribe to post
Get notified by email when there are changes.