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.
npx skills add https://github.com/joellewis/finance_skills --skill account-opening-workflow