New Onboarding and Account Creation Process - Summary Download article as PDF 22 November 2021 04:24 Updated Refer to the attached slides or download the linked PDF for an overview of the WealthO2 account onboarding and account creation process. The Client Onboarding Process v2 by James Barclay The Client Onboarding Process.pdf 3 MB Download Related articles Sample Statement of Advice (SOA) text