CORPORATE CLIENT ONBOARDING
Hoovest Financial client onboarding
Traditional functions delivered in nontraditional ways
Step 1: Online onboarding form
Please click the button below to complete the Hoovest onboarding form. Most clients find the onboarding process takes less than 15 minutes. Here is what you will need:
1. Government issued photo ID and supporting documentation for each control person (Up to 4)
2. Entity’s most recent annual report or proof entity is still in business
3. Articles of incorporation or certificate of incorporation
If you have any questions, please contact Hoovest Account Services for Lane Cuthbert Financial clients at [email protected]
Step 2: Book a Zoom call with a Hoovest portfolio manager
Please go ahead and book a time with a Hoovest portfolio manager to review your information and confirm how your investments will be managed. It is the same calendar booking link that you will receive in your email after completing the Hoovest onboarding form.
Thank you for going through the Hoovest onboarding process. Please feel free to contact us at any time should you have any questions. We are happy to support you.