Writing Consumer & Fiduciary Account Manual Procedures
Writing account procedures shouldn’t feel like reinventing the wheel every time. If your team is stuck piecing together guidance across ownership types, it’s time for a smarter approach. Build a clear, consistent, and comprehensive new accounts manual that empowers your branches to get it right the first time, every time.
KEY WEBINAR TAKEAWAYS
- Template to decrease your time in developing procedures
- Up-to-date best practices for account opening
- TINs, disclosures, and rights at death
- Titling and signatory responsibility for accounts
- Common errors on opening accounts
BONUS MATERIALS
- New Accounts template
WEBINAR DETAILS
Cut out excessive work in developing procedures by using our tried and tested template for writing new account procedures for about 20 different types of ownership. From the big three ownerships to formal trust accounts, the template will help you think out all the ways you can help your branches get consumer and fiduciary accounts right. Quit struggling and get the help you need to write a dynamite new accounts handbook.
Note: Business account procedures were addressed in a separate webinar, aired April 15, 2026.
