New client

Invite a client to onboard.

Enter the client's details and choose which documents to include. The client will receive a secure link to complete onboarding on their Fluent portal.

Client details
The onboarding link will be sent to this address. The client uses this email to sign in to me.mybantu.us.
Used for planning purposes only. Actual fee is based on funded account value.
Self-service clients can also run their own risk profile and use the Me portal tools directly.
Documents to include
Financial Planning QuestionnaireAlways included - feeds IPS and financial plan
Account Opening ApplicationKYC, regulatory disclosures, ADV acknowledgment
Investment Management AgreementIMA with auto-populated Exhibit A and Exhibit B
Financial Planning AgreementInclude if financial planning services are engaged
Privacy Policy AcknowledgmentAlways included - required by Reg S-P
IPS review
Review Exhibit A before sending IMAYou will be notified when the client completes the questionnaire
Manual IPS overrides (optional)
✉
Invitation sent.
The client will receive a secure onboarding link. You will be notified at each stage as they complete their documents.
Client pipeline
4 clients