Account opening
that gets you to revenue faster
Dispatch has the deepest custodial network in the industry, so you can open and fund accounts faster wherever you custody.
Results you can measure
Dispatch's trusted rails connect directly to each custodian to power the full account lifecycle.
Reduction in
NIGOs
Complex account opening,
end-to-end
Simple account opening,
end-to-end
Processing time from custodian receipt to account opened
Unmatched connectivity to the major US custodians
Dispatch supports the widest range of account types, features, and delivery channels across the major custodians, so you’re covered no matter what you need to open.
99% account type coverage, including entities, SMA, and TAMP versions.
90% add-on form coverage: supplemental & stand-alone maintenance forms
Dispatch keeps every custodian’s forms, fields, and rules current as they change, so your team never manages updates or works from outdated requirements.
Accounts submitted through Dispatch have straight-through processing times, often opening within a minute of custodian receipt.
Deep custodian integrations give you capabilities like pre-generated account numbers and pre-submission NIGO screening.
Run the account opening lifecycle through one engine
Dispatch covers every step, from the first client touchpoint through the documentation for your books and records. Account opening doesn’t start or stop at the custodian.
Pull in client data from wherever it already lives, so account opening starts with the information you have.
Request any missing details directly from the client through a secure, intuitive digital workflow.
Add your firm’s forms and disclosures alongside the custodial paperwork in one submission.
Attach supporting documents like trust agreements without leaving the workflow.
Dispatch automatically routes each account through its fastest processing channel, whether by form, wet signature, or direct API.
Dispatch tracks every submission to completion, whether it goes out by API or DocuSign.
Sync new account data back to your CRM and connected systems automatically.
Store every artifact in document storage for your books and records.
Account opening
tailored to your firm
Configure the experience to your firm’s structure, teams, and processes, down to the office or individual user.
Form defaults, personalized dropdowns for custodian IDs like master account and G numbers, and configurable account naming conventions eliminate repetitive entry and errors.
Move account-opening requests between advisors and operations teams with clear ownership, automatic notifications, and the full request history preserved.
Firm-specific logic, forms, and branding deliver the controls broker-dealers need.
Our app or yours
Build custodial connectivity directly into your platform. Advisors open accounts on Dispatch's network of custodians without leaving the tools they already use.
Industry leaders run their firms on Dispatch
Proven results for the most complex firms trailblazing the future of wealth management.
Put new assets to work sooner.
Spend less time opening accounts and more time earning on them.
