Design and operate back-office account opening pipelines from application intake through custodian submission and activation. Use when building account opening automation, reducing NIGO rejection rates from custodians or clearing firms, defining document requirements for trusts, entities, IRAs, or estate accounts, setting up multi-custodian account opening across Schwab, Fidelity, or Pershing…
Install
The individual skill folder is not confirmed. This command opens the repository’s skill selector; follow the upstream instructions.
skills CLI
npx skills add JoelLewis/finance_skills