New Account Wizard


New accounts can now be opened online in the Advisor Portal via the New Account Wizard.  This interactive tool simplifies the process of completing all necessary forms to open an account at FTJ FundChoice.   

This new tool features many benefits including:

  • Integration with the FTJ FundChoice Proposal
  • Checks for completeness to prevent errors
  • Automatically saves client information to easily facilitate multiple account openings
     

To access the New Account Wizard, select New Account Wizard from the Work Center dropdown.

 

Learn More:

Listen to a recording of our latest webinar to learn how to get started.  To access the recording, visit the Archive section of the Education & Events page.

Download our Guidebook for a step-by-step process on how to use the New Account Wizard.

 

If you have questions, please contact your FTJ FundChoice Service Team at 800.379.2513, option 3.