17 min
Tech Spotlight Series - Ep. 1: Digital Account Opening RBC Clearing & Custody Spotlight
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- Investing
Our host Tara Wells, Director of Business Initiatives at RBC Correspondent & Advisor Services sits down with Julianne Schurman, Manager of Client Experience at RBC Correspondent & Advisor Services to discuss a new and innovating client onboarding solution.
The purpose of these calls are to highlight key resources available to investment professional through a clearing & custody relationship with RBC. These recording are for financial professional use only and not intended for end investor use.
The content of this recording is for informational, internal use only by correspondent services and advisor services firms and their Financial Professionals, and must not be construed as investment advice, or an offer to buy or sell securities or any products or services mentioned.
The views and opinions of guests on this program are not necessarily those of RBC Correspondent & Advisor Services, LLC or its affiliates. RBC Correspondent Services and Advisor Services reserves the right to change the contents of this presentation, its policies and procedures, and individual program services and requirements without notice.
Employees of broker-dealer and RIA firms are responsible for following their firm’s policies and procedures, including, but not limited to those pertaining to suitability and communications with the public. The recording is for informational purposes only and should not be considered tax advice. Please consult a tax and/or financial professional for advice specific to your individual circumstances.
RBC Correspondent & Advisor Services are divisions of RBC Capital Markets, LLC. Member NYSE/FINRA/SIPC.
Our host Tara Wells, Director of Business Initiatives at RBC Correspondent & Advisor Services sits down with Julianne Schurman, Manager of Client Experience at RBC Correspondent & Advisor Services to discuss a new and innovating client onboarding solution.
The purpose of these calls are to highlight key resources available to investment professional through a clearing & custody relationship with RBC. These recording are for financial professional use only and not intended for end investor use.
The content of this recording is for informational, internal use only by correspondent services and advisor services firms and their Financial Professionals, and must not be construed as investment advice, or an offer to buy or sell securities or any products or services mentioned.
The views and opinions of guests on this program are not necessarily those of RBC Correspondent & Advisor Services, LLC or its affiliates. RBC Correspondent Services and Advisor Services reserves the right to change the contents of this presentation, its policies and procedures, and individual program services and requirements without notice.
Employees of broker-dealer and RIA firms are responsible for following their firm’s policies and procedures, including, but not limited to those pertaining to suitability and communications with the public. The recording is for informational purposes only and should not be considered tax advice. Please consult a tax and/or financial professional for advice specific to your individual circumstances.
RBC Correspondent & Advisor Services are divisions of RBC Capital Markets, LLC. Member NYSE/FINRA/SIPC.
17 min