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Investors apply for a BO account online; brokerages review and approve in one place.
A digital application for new investors and a review desk for the brokerage. Applicants enter their details and upload documents online; operations staff review, request corrections and approve.
What the product does, at a glance.
Investors apply without visiting the office.
Documents attached to the application and stored in DMS.
One queue for operations staff, with correction requests.
Paper forms mean office visits, missing documents and slow back-and-forth before an investor can trade.
Applications arrive complete and in one queue. Documents are stored with the application in DMS, and every review step is recorded.
Each step runs by itself and hands over to the next, with nothing re-keyed in between.
What this product receives, what it passes on, and where it sits between investors, the brokerage and the market.
Receives from
New investors and brokerage operations teams.
BO Account Opening Portal
Applicants and staff can see where each application stands.
Passes to
An investor applies online and is verified; the brokerage, as a depository participant, registers the BO account with CDBL and keeps the documents on file.