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Sarah Chen, CFP
New Client Intake - Johnson Family - Hi team, please process the attached intake form for the Johnson family. They are transferring from...
9:14 AM
Compliance Team
Weekly Review Summary - Here is last week's review summary for the marketing posts that were flagged...
Yesterday
Schwab Advisor
Account Transfer Confirmation - This confirms the successful transfer of account ending in 4521 to your...
Yesterday
Orion Portfolio
Daily Performance Report - Your daily portfolio performance summary for April 16, 2026 is ready to view...
Apr 16
Michael Torres
Re: Q1 Billing Reconciliation - I've reviewed the discrepancies you flagged. Looks like three accounts had...
Apr 16
Redtail CRM
Task Reminder: Annual Review - Reminder: Client annual reviews due this week for 12 households in your book...
Apr 15
Lisa Park
Updated IPS - Henderson Acct - Attached is the revised investment policy statement reflecting the new risk...
Apr 15
Fidelity Clearing
Monthly Custody Statement - Your March 2026 custody statement for accounts under management is now...
Apr 14
Intake Agent Activated
Processing: Johnson_Family_Intake.pdf
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Inbox 18
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Sarah Chen, CFP
New Client Intake - Johnson Family
Hi team, please process the attached intake form for the Johnson family. They are transferring from...
9:14 AM
CT
Compliance Team
Weekly Review Summary
Here is last week's review summary for the marketing posts that were flagged...
Yesterday
SA
Schwab Advisor
Account Transfer Confirmation
This confirms the successful transfer of account ending in 4521 to your...
Yesterday
OP
Orion Portfolio
Daily Performance Report
Your daily portfolio performance summary for April 16, 2026 is ready to view...
Apr 16
MT
Michael Torres
Re: Q1 Billing Reconciliation
I've reviewed the discrepancies you flagged. Looks like three accounts had...
Apr 16
RC
Redtail CRM
Task Reminder: Annual Review
Reminder: Client annual reviews due this week for 12 households in your book...
Apr 15
LP
Lisa Park
Updated IPS - Henderson Acct
Attached is the revised investment policy statement reflecting the new risk...
Apr 15
FC
Fidelity Clearing
Monthly Custody Statement
Your March 2026 custody statement for accounts under management is now...
Apr 14
Intake Agent Activated
Processing: Johnson_Family_Intake.pdf
PDF
Johnson_Family_Intake.pdf
Client Name Robert & Linda Johnson
Account Type Joint Brokerage
Estimated AUM $2.4M
Custodian Charles Schwab
Risk Profile Moderate Growth
Advisor Sarah Chen, CFP
SSN (last 4) **-****-7842
Phone (415) 555-0173
Email r.johnson@email.com
Address 482 Oak Hill Dr, Walnut Creek
Intake Agent
Extracting...
Client Name
Robert & Linda Johnson
✓
Account Type
Joint Brokerage
✓
Estimated AUM
$2,400,000
✓
Custodian
Charles Schwab
✓
Risk Profile
Moderate Growth
✓
Assigned Advisor
Sarah Chen, CFP
✓
✓ All required fields extracted · No missing data
1,847 contacts
Search contacts...
Household AUM Advisor Custodian Account Status
RJRobert & Linda JohnsonNew $2,400,000 Sarah Chen Schwab Joint Brokerage Processing
DWDavid & Maria Williams $4,100,000 Sarah Chen Schwab Joint Brokerage Active
KPKaren Patel Trust $3,200,000 Michael Torres Fidelity Revocable Trust Active
JMJames & Lisa Morrison $1,850,000 Lisa Park Schwab IRA + Joint Active
RJRobert L. Johnson $890,000 Sarah Chen Schwab Individual Active
EHEmily & Thomas Henderson $5,600,000 Michael Torres Schwab Joint + Trust Active
RCRachel Chang IRA $1,250,000 Lisa Park Fidelity Traditional IRA Review
BGBrian & Julie Garcia $2,100,000 Sarah Chen Schwab Joint Brokerage Active
SWSteven Walsh Foundation $8,400,000 Michael Torres Schwab Foundation Active
Dedup Check: Scanning 1,847 existing contacts...
🏦
Opening Custodian Account
CRM record verified. Proceeding to Charles Schwab.
Schwab Advisor Services
New Account Application · Johnson Household
✓
Pre-filling account application from CRM data
✓
Validating KYC / AML requirements
✓
Submitting account opening request
✓
Transfer instructions queued for ACAT
✓
Intake Complete
Johnson Family · Intake Summary
2m 14s
3
Systems Updated
10
Fields Extracted
1
Dedup Resolved
0
Manual Entry
Activity Log
Email received from Sarah Chen, CFP
9:14 AM
PDF extracted 10 fields, all validated
9:14 AM
CRM updated new household created, 1 duplicate merged
9:14 AM
Schwab account application submitted, ACAT queued
9:15 AM
Follow-up sent to client for missing docs (trust agreement)
9:15 AM
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