ONBOARDING

Hoovest Financial client onboarding

Traditional functions delivered in nontraditional ways

Step 1: Online onboarding form

If you are directed to this page by an advisor, please complete our secure online onboarding form. Your advisor and our Account Services team will use the information you have completed to generate a digital package for your signature.

Please have your government ID and tax number ready!

If you have any questions, please email or call your advisor, contact Account Services at [email protected]

Step 2: Book a Zoom call with your advisor and portfolio manager

Please go ahead and book a time with your advisor and portfolio manager to go over the onboarding documents with you prior to signing. You can email your advisor directly or book a time here.

THANK YOU

Thank you for going through the onboarding process. Please feel free to contact your advisor at any time should you have any questions. We are happy to support you.