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Every Account.
Open Faster.
Connect directly with major custodians, automating every step of account opening from application to approval with a simple, easy-to-use workflow engine.
Orchestrate applications,
from intake to open.
Your AI agent orchestrates applications, household mapping, and compliance checks to eliminate routing delays. Client data is extracted from documents, meeting notes, custodian feeds, and connected data sources so intake is accurate, agentic, and never manual.
OneVest Agent
Data Auto-Populated From Every Source
Your AI agent pulls client data from documents, meeting notes, CRM records, and your data lake. Household mapping and relationship linking happen automatically at intake, so every field is populated from a verified source, not manual entry.
See agentic account opening in action
Data capture, custodian sync, workflows, and compliance, handled end to end without manual handoffs.
Why firms chooseOneVest's Account Opening?
Three outcomes that change how your team operates from day one.
Advisors Focus on Clients, Not Admin
Your OneVest agent handles the intake work so advisors aren't buried in forms and follow-ups. Less time on data entry means more time in front of clients, building relationships that actually grow the business.
- No manual data entry or re-keying between systems
- Advisors spend their time on relationships, not paperwork
- New advisors onboard their book faster with agent support
Accurate Applications, Every Time
Your AI agent pulls verified data from documents, meeting notes, custodian feeds, and your data lake. Applications are populated from source, not memory, so errors never reach the custodian.
- Data gathered from all your tools in one pass
- No manual mistakes from swivel-chair data entry
- Errors caught and resolved before submission
A Better First Impression for Clients
Clients notice when a firm runs smoothly. A fast, accurate onboarding experience signals that your technology works for them, not against them. That builds trust before the first portfolio review ever happens.
- Guided, modern experience that reflects well on your firm
- Fewer back-and-forth requests for information clients already gave
- Accounts open quickly, with nothing left waiting on ops
Why OneVest is
not like the rest?
Most account opening tools digitize a paper form. OneVest orchestrates an entire workflow, pulling from every system your firm already uses, with an AI agent coordinating it all end to end.
Stop Juggling Tools That Don't Talk to Each Other
Unified OrchestrationMost firms stitch together a CRM, a document tool, a custodian portal, and a compliance system. OneVest replaces that swivel chair with a single orchestration layer. Your AI agent connects natively to every category of tool your firm runs, no middleware, no manual bridges.
Client Meetings Shouldn't Create a Data Entry Backlog
Voice-to-Field AIAdvisors can dictate client information in natural language and your AI agent maps it directly into the correct application fields. No typing after the meeting. No reformatting. No catching up on Friday afternoon.
Complex Households Shouldn't Require Separate Workflows
Multi-Account CasesA single onboarding case can open multiple accounts simultaneously across account types. Complex household structures, registered and non-registered, US and Canadian, handled in one workflow without starting over.
Compliance Shouldn't Depend on Someone Remembering to Check
Built-in ControlsApproval rules, suitability checks, identity verification, and role-based access controls are built into every step. Nothing advances until the right person signs off. No manual checklists, no workarounds, no missed steps.
Questions about Account Opening
No. Existing client identity documents, KYC data, and account information are pre-populated across new application workflows. Your AI agent pulls from your connected data sources so clients and advisors aren't starting from scratch each time.
Yes. A single onboarding case can open multiple accounts simultaneously, including complex household structures with multiple account types, without requiring separate workflows per account.
Compliance and operations teams configure step-level approval rules directly in the platform. Cases cannot advance past a designated step until the assigned reviewer signs off. All approvals are logged with timestamps and user attribution for regulatory examination.
OneVest supports a broad range of account types including US retirement accounts (Traditional IRA, Roth IRA, SEP IRA, 401k, 529, and others), Canadian registered accounts (RRSP, TFSA, RRIF, RESP, FHSA, and others), as well as corporate accounts, trusts, and non-registered accounts across jurisdictions.
Advisors can dictate client information in natural language during or after a meeting. The AI maps the spoken content to the correct case fields automatically, eliminating post-meeting data entry and reducing the time between meeting and application submission.
Yes. Workflows are fully configurable without backend development. Admins can define step-level approval rules, role assignments, required documents, and completion criteria to match your firm's specific regulatory and operational requirements.
Ready to open accounts
without the friction?
See how OneVest's Account Opening platform drives every application from intake to live account, automatically.