It's never been easier to become a client of the Patterson-Aufderheide-Sanctis Group. With our Digital Onboarding Tool, you will be able to complete the process of becoming a client online and at your own convenience.
A simple, 2 step easy process; all we need you to do is:
Fill out our online form that gives us some information about you and your money
Digitally sign a few forms like a Client Relationship Agreement, a transfer form, or a linkage to your bank which allows us to open an account and get it funded
Key features
A completely digital onboarding process making this as convenient for you as possible
Utilizes the efficiency of DocuSign to reduce the need for mailing paperwork back and forth
This tool offers a “Turbo-tax-like” modern experience that makes it easy to provide us with the information we need to get started
