Hi All,

We are looking into offering online account opening. Is anyone currently offering this? If so, Do you open the account imediately or do you wait for a signature card to be returned before initiating the opening transfer? How are your disclosures set up online, do you have a combined disclosure or do you disclose separately for each individual account type?

I feel that waiting for the return of the sig card before inititating the transfer cuts down on a lot of manual tracking for a system that is supposed to help automate (however I am not getting my point across very well with others)

Any help or opinions would be most appreciated!

Thanks in advance!

we open (take info) and hold info until docs arrive to officially open

How do your disclosures work for online account opening? Do you use a combined disclosure or do you break it down by account type?