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What is standard onboarding for a new Axiom Account?

This is the process for opening an Axiom Account

  1. Advisor Completes IPS Questionnaire to Request Proposal

  2. Sales & Research Generates Proposal Based on IPS Questionnaire

  3. Advisor Completes New Account Forms

    IPS = Suitability

    SIS = Strategy Selection

    OPF = Overlay Preference Form (Optional)

  4. New Account Forms Submitted for Processing

  5. New Account Established at the Custodian and on Orion