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Agent library / Client onboarding / New account onboarding review

New account onboarding review

Before a new account packet goes to the custodian, PitCrew checks it for missing signatures, blank required sections and names or addresses that don't match. Operations fixes what it finds and submits.

When it runsBefore each submission
Who approvesOperations
Works withAccount packets, CRM
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Reads the packetApplications, agreements and supporting documents
  2. Checks completenessRequired sections, signatures, dates
  3. Checks consistencyNames, addresses and account numbers against the CRM
  4. A person approvesOperations reviewsFixes issues and submits

What it reads and what it produces

Reads

  • The account packet
  • Client records in the CRM
  • Your checklist for each account type

Produces

  • A pass or a list of issues for each packet
  • Where each issue is in the document

Rules it follows

  • Never submitsOperations submits.
  • Points to the pageEach issue shows where it is in the packet.

Questions firms ask

Last updated: October 2026

Why check before submitting?

A packet the custodian sends back can delay an account by days. Catching issues first saves that time.

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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