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Independent project, not affiliated with Anthropic
joellewis avatar

Account Opening Workflow

joellewis/finance_skills
409 installs164 stars
Summary

Handles the back-office machinery of getting accounts actually opened at custodians like Schwab, Fidelity, and Pershing. Covers the operational side: document requirements by account type (trusts, entities, IRAs), approval workflows, reducing NIGO rejections, account numbering and titling schemes, and custodian submission systems. This is the unsexy processing work that happens after client onboarding, the part where you're troubleshooting why Pershing rejected an LLC application or figuring out what trust certification pages you actually need. Most useful if you're building automation to improve straight-through processing rates or dealing with multi-custodian operations where each firm has different quirks.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill account-opening-workflow --agent claude-code

Installs into .claude/skills of the current project.

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Files
SKILL.md

Select a file.

Featured
CodeRabbit
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AI writes the code. CodeRabbit catches the slop.
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inference shell
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create and run specialised agents in minutes
build now →
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Plug Mailtrap into your AI workflow and let it handle the email.
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Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
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one prompt install →
Categories
DebuggingAutomation & WorkflowsDesign & UI/UXOffice & DocumentsFinance & Trading
First SeenJun 3, 2026
View on GitHub

More from joellewis/finance_skills

All 84 skills →
  • Statistics Fundamentals535
  • Asset Allocation534
  • Commodities513
  • Quantitative Valuation507
  • Order Lifecycle503
  • Finance Psychology496
  • Account Transfers495
  • Market Data487
  • Investment Policy483
  • Currencies And Fx465
  • Trade Execution465
  • Debt Management464
  • Privacy Data Security464
  • Data Quality461
  • Rebalancing461
  • Financial Planning Integration460
  • Financial Planning Workflow459
  • Historical Risk458
  • Advertising Compliance457
  • Volatility Modeling457
  • Liquidity Management455
  • Portfolio Management Systems455
  • Time Value Of Money454
  • Performance Metrics453

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