Agent library / Client onboarding / Account transfers and re-registration
Account transfers and re-registration
PitCrew tracks each incoming transfer from the custodian's status reports, flags rejections and delays, and drafts the follow-up to the client or the other firm. Operations decides the next step.
When it runsDaily, while transfers are open
Who approvesOperations
Works withCustodian status data, CRM, Outlook
How it works
5 steps. Nothing is written or sent until step 4.
- Reads the statusFrom the custodian's transfer status
- Matches to the clientEach transfer to the household and account
- Flags exceptionsRejected, stalled or partly received
- A person approvesOperations reviewsApproves the follow-up
- Tells the teamWhen assets arrive, so they can be invested and billed
What it reads and what it produces
Reads
- Custodian transfer status data
- Open transfers in the CRM
Produces
- A daily list of open transfers and their status
- Exception flags with the likely reason
- Follow-up drafts
Rules it follows
- Never contacts the other firm on its ownOperations approves each follow-up.
- Flags leftoversSmall amounts that arrive weeks later are flagged.
Questions firms ask
Last updated: October 2026
Where does the account data come from?
From the custodian and portfolio data your firm already receives each day, such as positions, balances and transactions.
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
More in Client onboarding
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Client form automationFills in custodian, transfer and agreement forms from client data you already have and flags what's missing.New account onboarding reviewChecks each new account packet before it goes to the custodian, so it is not sent back.Client intake and document collectionSends the right document checklist for each new client, tracks what's arrived and reminds clients about the rest.Internal new-client form and approvalsBuilds the internal new-client form from the CRM and the signed agreement, and routes it for sign-off.Custodian form version checkMakes sure every form going out is the custodian's current version.Rollover and exchange paperworkAssembles the comparison and paperwork for a 401(k) rollover or annuity exchange, with the reasons documented.Annuity application reviewChecks annuity applications for missing information and required documents before they go to the carrier.IPS draftingDrafts an investment policy statement from your template and the client's profile.
Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.