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iGO® Account Opening



iGO® Account Opening is the perfect technology fit for all clearing firms, custodians, securities, insurance carriers, annuities, and alternative investments firms. Advisors open new accounts faster than ever before.

Accounts are opened in seconds with data directly from your CRM, via a formless user interface, with instantaneous validation for fast and accurate submissions. iGO Account Opening also works with leading electronic signature providers for a complete paperless workflow.


  • Formless UI Experience
  • Prefills the formless UI using your CRM data
  • Electronic signature-ready
  • Validates data in real time
  • Required fields
  • Field formatting


  • Easy navigation
  • Spend less time filling in data
  • Accounts opened immediately
  • Accurate data
  • Controlled user experience

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