Amy Reaves
IRA
MSA
Yes
Complete ADD
DocuSign sent _________
Upload to CW ___________
Verify Account Creation
Wet Date ___________
Upload to CW ___________
Verify Account Creation
Complete SPI
DocuSign sent _________
Upload to CW ___________
Verify Link is Live
Wet Date _________
Upload to CW ___________
Verify Link is Live
CRS Summary Receipt
DocuSign sent _________
Upload to CRM ___________
Wet Date _________
Upload to CRM ___________
ROTH
MSA
Yes
Complete ADD
DocuSign sent _________
Upload to CW ___________
Verify Account Creation
Wet Date ___________
Upload to CW ___________
Verify Account Creation
Complete SPI
DocuSign sent _________
Upload to CW ___________
Verify Link is Live
Wet Date _________
Upload to CW ___________
Verify Link is Live
CRS Summary Receipt
DocuSign sent _________
Upload to CRM ___________
Wet Date _________
Upload to CRM ___________