Full Service Onboarding Report

Full Service Onboarding Report

10/18/21

Now, Wholesale Advisor Partners and their staff can utilize our Full Service Onboarding Report for keeping tabs on any accounts currently setting up Full Service Payroll. While our retail customers love the ease of the wizard, we’ve listened to the feedback of our partners requesting another option for onboarding multiple clients at once more efficiently. With easy access links that direct you to each section, this overview report fits the bill. 

Learn more about the Full Service Onboarding Report for Advisors in our help article.