Productized custodian connections
Built and maintained by OneVest.
OneVest operate
From the first step to the next milestone
Turn weeks-long account opening into a fast, fully digital experience. Coordinate the people, documents and systems behind end-to-end onboarding and ongoing service.
Explore your workflows
Account opening
Fewer rejections.
Faster to open.
Submit account applications directly to the custodian, with validation before submission to reduce NIGOs (Not-in-Good-Order rejections), faster form completion from data you've already captured, and status tracking from application through funding, without switching portals.
Client and contact creation
Records created automatically from the submission.
Status tracking and polling
See pending, in progress, awaiting action, and complete without leaving the platform.
Validation before submission
Catches missing or invalid fields before the custodian does.
Direct API submission
No separate portal and no re-keying.
Case projection
Links the custodian operation to a trackable case.
Canonical field mapping
Collect once, then translate per custodian.
Advisor-level OAuth
Submissions are tied to the advisor of record.
Client onboarding
Capture once.
Use everywhere.
Capture client information once, keep signatures in one place, and carry that data straight into account opening, so nobody on your team re-enters information a client has already given you.
Capture client information
Collect the information the client has already provided.
Keep signatures together
Track required signatures within the same case.
Carry data into account opening
Reuse captured information without asking the team to enter it again.
Signed documents, handled in the same case.
When a case requires signed documents, OneVest creates the signing package, routes it to the right signers, and tracks completion as part of the case. There is no separate e-sign tool and no manual tracking of who's signed.
Multi-document packages
Several documents signed together in one experience.
Multi-signer support
Configurable signing order, including client and advisor counter-signatures.
Real-time status tracking
Track draft, sent, completed, declined, and expired states.
Automatic step progression
The case advances once all signers complete.
Signed document retrieval
Download the final executed copies.
Provider-agnostic integration
Currently uses OneSpan or DocuSign and can support additional providers.
Money movement
Move money in and out, your way.
Turn deposits and withdrawals on or off, set the rules around them, and let clients fund or draw from their accounts without extra manual work for your team.
Turn deposits or withdrawals on or off
Control how and when money moves across the firm.
Set the rules for your clients
Configure minimum deposits, fees, taxes, and role-based permissions.
Move money smoothly
Support bank transfers, portfolio transfers, and in-kind moves, with bank accounts managed in the flow.
Keep it compliant
Apply configured firm-wide controls to every transaction.
In practice
Start with a real use case.
01
Onboarding and account opening
Coordinate information, documents, signing and supported custodian submissions.
02
Client and account maintenance
Guide your team through supported changes and the associated follow-up.
03
Ongoing service requests
Make multi-step requests easier to organise, track and complete across teams.
One connected process
Carry shared client context through the work, using Core as the foundation.
Case management
Consolidate onboarding, account opening, and money movement into a single workflow engine that tracks all related work and client objects.
Document signing
Bring document signing into the processes that require it.
Custodian operations
Connect supported actions to the custodian relationships your firm uses.
AI-powered actions
Use supported AI actions within configured processes and the permissions that apply.
Joining forces with OneVest aligns with our mission to provide advanced technology solutions that drive the future of investing. Together, we are set to push the boundaries of what is possible in the investment realm, offering clients unprecedented access to modern advisor tools, digital investor experiences, enterprise management solutions, and much more, all designed to streamline and enhance their digital experiences.
Connor Coughlin, Chief Commercial Officer, Apex Fintech Solutions
More customer testimonials