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Back-office account opening: files and cycle times v1.0.0

Use this resource to run back-office account opening

New

  • 541 downloads
  • 224 likes
  • 220 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install back-office-account-opening

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent sets the documents required for each account type, handles incomplete files and submits accounts to custodians such as Schwab, Fidelity or Pershing. It also tracks cycle times and first-submission acceptance rates. You get a procedure and processing metrics.

Mostly picked by

Updated November 2, 2026

Card for the “Back-office account opening: files and cycle times” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: account types, document matrix and application processing
  • SKILL.md: incomplete files, regulatory holds and automation
  • references/examples.md: detailed worked examples

Good fit for

  • Your files are often rejected by the custodian
  • You open accounts for trusts or estates

Not for

    Tags

    • account opening
    • back office
    • custodian
    • files
    • cycle time

    About

    You say

    “Which documents should I request to open a trust account at a custodian, and how do I avoid a rejection?”

    Card for the “Back-office account opening: files and cycle times” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to run back-office account opening
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md13.2 KB
    • SKILL.md39.9 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/client-operations/skills/account-opening-workflow
    Licence
    MIT

    Notice

    « account-opening-workflow » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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