Join us for a webinar co-hosted by TD Ameritrade Institutional and Wealthbox as we showcase the new account openings feature.
This new feature allows advisors who custody assets with TD Ameritrade Institutional to pre-fill client information from Wealthbox CRM into Veo® and Veo One® account opening forms from the contact record page in Wealthbox. Veo One users will benefit from seamless single-sign-on between the Wealthbox and Veo One when generating and completing forms. Advisors can also view the status of any account opening forms started from Wealthbox directly on the contact record page for their client. The result is increased simplicity, time-savings, and productivity for advisors who custody with TD Ameritrade Institutional using Wealthbox.