New Account-Opening Process

The Leaders Group is happy to announce an upcoming redesign of our account opening process, powered by Salesforce and leveraging Laser App and DocuSign. This intuitive and user-friendly process is intended to make completing and submitting account-opening paperwork with us faster and easier than ever before. 

Whether you’re opening an IRA, a 401(k), or anything in between, the enhanced workflow will collect the relevant data and generate the prefilled forms necessary to facilitate your business.  

With Laser App, you can fill out TLG, TLGA, and product sponsor forms electronically, eliminating the need for physical paperwork. This means you can complete your account opening process from the comfort of your own office or home, saving time and effort by not having to print out or scan any documents. 

After forms are filled, our integration with DocuSign enables you and your clients to sign the forms easily and securely on any device, from anywhere, eliminating the need to meet in person or otherwise obtain wet signatures. Upon obtaining signatures, the system will automatically create a BRD with PDFs of the signed paperwork which are then submitted for approval with the click of a button.

New Account Opening Process Tentative Timeline 

March 2023 – Complete Internal Testing 

April 2023    – Release to Rep Testing Group 

May 2023    – Final Review and Deployment  

Please be on the lookout for future announcements and training materials as we approach our deployment date. We look forward to receiving your feedback as we continue to work together to make this a useful tool for your continued success. 

Thank you for choosing The Leaders Group as your broker-dealer partner.  

Jacob Chandler

Accounts Team Manager