FIS Accounts

FIS Accounts is an application that simplifies the account opening and updating process and allows for the capture of all required regulatory information, such as trading authority, companies controlled and account guarantee information.

Required information, including “Know Your Client,” is grouped into easy to use tabs for online data entry of information, such as investment objectives, experience, annual income, net worth and liquid net worth. Captured information is consolidated by household, providing advisors with a holistic customer-centric view of holdings. With FIS Accounts, advisors and investors enter information online for “once and done” processing of account opening, eliminating duplicate entry.

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