STP Advisory + Brokerage

Course curriculum

1. New Account Opening Overview
1. Redtail-Laser App Integration Setup & Optimization
1. Laser App Anywhere Simple and Advanced Setup and User Licensing
1. Optimal Laser App Anywhere Techniques
1. Two Approaches to In-Person Client Signing When Using STP
1. Using DocuSign to Manage In-Person Signing and Download Completed
1. Resubmitting Applications that are Returned for Changes
1. Inclusion of ADV Supplement with Managed Accounts
1. How Power of Attorney Signing Works in STP
1. Submitting Multiple Pershing Account Transfer Forms
1. Laser App Anywhere - Adding or Removing Forms from the Collection when there is no Current Forms Queue
1. Rationale Summary Submission Options
1. Using Document Uploader to send Hybrid Submissions
1. Using the Document Uploader to Transfer Files to the New Business Department
1. Process for Correcting Email Addresses in STP Submissions
1. Process for Correcting Mobile Numbers in STP Submissions